Financial Planning Toolkit - Planning Tools

Planning Tools

 

Tools for Getting Started Tools for Investing
Tools for Insurance and Risk Management Tools for Retirement Planning
Tools for Estate Planning Tools for Tax Planning

Tools for Getting Started Annuity Table: Present Value of Future Payments
Annuity Table: Present Value of a Series of Future Payments
Document Assembly Checklist
Family Monthly Budget Worksheet
Personal Financial Statement


Tools for Investing Calculating the Mortgage Payment You Can Afford Worksheet
Life Expectancy Tables

Tools for Insurance and Risk Management Insurance Policy Inventory Worksheet
Sample Disability Policy

Tools for Retirement Planning Contributions and Deductions Table and Worksheets for the Self-Employed
Life Expectancy Tables
Model Rabbi Trust
Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 5498, IRA and Coverdell ESA Contribution Information
Form 5500, Annual Return of Fiduciary of Employee Benefit Trust
Form 8606, Nondeductible IRAs and Coverdell ESAs
Form 8880, Credit for Qualified Retirement Savings Contributions
IRS Forms for SIMPLE IRAs

Tools for Estate Planning Statutory Power of Attorney and Medical Treatment Forms
Statutory Wills
Wills of Famous Public Figures
IRS Forms for Generation Skipping Taxes and Estate Planning

Tools for Tax Planning Alimony Recapture Worksheet
Annual Vehicle Lease Table
Business Code Tables
Capital Improvements Worksheet
Capital Loss Carryover Worksheet
Child Tax Credit Worksheets
Dependent Support Worksheet
Depreciation Tables
Depreciation Worksheet
Earned Income Credit Worksheets
Inclusion Amount Tables for Leased Cars
Inclusion Amounts Worksheet for Leased Property (Other than Cars)
Reduced Exclusion Worksheet for Gain on Sale of Your Home
Simplified Method Worksheet for Pension Payments
Using the Optional Method for Self-Employment Tax Worksheet
Worksheet to Compute the Limit on Rental Deductions for Vacation Homes
Worksheet to Figure Taxable Social Security Benefits
Form SS-4, Application for Employer Identification Number
Form 1040, U.S. Individual Income Tax Return
Form 1040A, U.S. Individual Income Tax Return
Form 1040EZ, Income Tax Return for Single and Joint Filers with No Dependents
Form 1040-V, Payment Voucher
Form 1040X, Amended U.S. Individual Income Tax Return
IRS Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 1116, Foreign Tax Credit
Form 2106-EZ, Unreimbursed Employee Business Expenses
Form 2106, Employee Business Expenses
Form 2441, Child and Dependent Care Expenses
Form 3903, Moving Expenses
Form 4562, Depreciation and Amortization
Form 4684, Casualties and Thefts
Form 4797, Sales of Business Property
Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
Form 4972, Tax on Lump-Sum Distributions
Form 5213, Election To Postpone Determination as To Whether the Presumption Applies that an Activity Is Engaged in for Profit
Form 5498, IRA and Coverdell ESA Contribution Information
Form 5500, Annual Return of Fiduciary of Employee Benefit Trust
Form 6251, Alternative Minimum Tax--Individuals
Form 6252, Installment Sale Income
Form 7004, Application for Automatic 6-Month Extension of Time To File Certain Business Income Tax, Information, and Other Returns
Form 8283, Noncash Charitable Contributions
Form 8582, Passive Activity Loss Limitations
Form 8606, Nondeductible IRAs and Coverdell ESAs
Form 8615, Tax for Children Under Age 18 With Investment Income of More Than $1,700
Form 8801, Credit for Prior Year Minimum Tax -- Individuals, Estates, and Trusts
Form 8812, Additional Child Tax Credit
Form 8814, Parents' Election To Report Child's Interest and Dividends
Form 8822, Change of Address
Form 8829, Expenses for Business Use of Your Home
Form 8839, Qualified Adoption Expenses
Form 8863, Education Credits
Form 8880, Credit for Qualified Retirement Savings Contributions
Schedule A (Form 1040A or 1040), Itemized Deductions
Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends
Schedule C-EZ (Form 1040), Profit from Business (Sole Proprietorship)
Schedule C (Form 1040), Profit or Loss from Business (Sole Proprietorship)
Schedule D (Form 1040), Capital Gains and Losses
Schedule E (Form 1040), Supplemental Income and Loss
Schedule EIC (Form 1040A or 1040), Earned Income Credit
Schedule F (Form 1040), Profit or Loss from Farming
Schedule H (Form 1040), Household Employment Taxes
Schedule R (Form 1040), Credit for the Elderly or Disabled
Schedule SE (Form 1040), Self-Employment Tax
IRS Tax Tables

Handling the Estate Tax Planning