Free checklists, worksheets, and reference materials to complement the daily Knowledge Blasts.
Checklists, worksheets, and reference materials designed to complement the daily Knowledge Blasts. All free to download and keep.
Click any download button to save the file. All materials are education-only, not individualized advice.
The Self-Employed Owner's Pre-Funding Checklist
A ten minute check before you fund, covering the 25% trap, compensation base, deferral limits, the April 15 correction window, and CPA questions.
Fixable vs. Final
Determine if a missed or intended retirement contribution can still be made, or if the statutory deadline has permanently passed. Includes assessment tests for employee deferrals, employer contributions, and operational errors.
A step-by-step quick reference for identifying which clock applies to your retirement contribution scenario — calendar-year, filing-deadline, or correction-window — and whether the outcome is still fixable or permanently final.
Plug in your numbers to estimate the federal tax impact of a Roth conversion in a given year.
Every retirement account deadline, form, and correction window from January through December. Organized by month with consequences for missing each date. Covers IRA contributions, RMDs, Roth conversions, SEP and Solo 401(k) deadlines, estimated tax payments, Form 5498, Form 5500-EZ, QCDs, and SECURE 2.0 changes.
IRA, 401(k), SEP, SIMPLE, and catch-up contribution limits for 2026 in one table.
All downloadable resources are for general education and information only. They do not provide individualized investment, tax, or legal advice, and they do not establish a client relationship with any firm or individual.
Always consult your own tax professional, financial advisor, or legal counsel before making decisions about your accounts, investments, or retirement strategy.