Hive Retirement Free Downloads
We hope you find these free retirement planning checklists and flowcharts helpful. Downloadable and yours to keep.
Important Numbers, Dates and Milestones
IRA Contributions & Conversions
- Can I Contribute To My Roth IRA
- Can I Make A Backdoor Roth IRA Contribution
- Can I Make A Deductible IRA Contribution
- Should I Consider Doing A Roth Conversion
- Should I Contribute To My Roth IRA Vs. My Traditional IRA
- What Issues Should I Consider When Inheriting A Traditional Or Roth IRA
- Will A Distribution From My Roth IRA Be Tax 038 Penalty Free
- Will A Distribution From My Traditional IRA Be Penalty Free
- Will My Roth IRA Conversion Be Penalty Free
Social Security
- Am I Eligible For Social Security Benefits As A Spouse
- Am I Eligible For Social Security Benefits As A Surviving Spouse
- Am I Eligible For Social Security Benefits If I Have Been Divorced
- Do I Qualify For Social Security Disability Benefits
- What Issues Should I Consider With My Social Security Retirement Benefits
- Will My Social Security Benefits Be Reduced
Tax Planning
- AGI MAGI Summary Guide
- Am I Eligible For A Qualified Business Income QBI Deduction 2025
- Can I Avoid Taking My RMD After Reaching My Required Beginning Date RBD
- Can I Do A Net Unrealized Appreciation NUA Distribution
- Do I Need To Start Making Estimated Federal Income Tax Payments
- Taxation Guide To Withdrawals And Income Source 2025
- What Important Issues Should I Consider Regarding Changes Made By The Secure Act 2.0 2025
- What Issues Should I Consider When Harvesting Capital Losses
- What Issues Should I Consider When Reviewing My RMD 2025
- What Issues Should I Consider With The Income From My Taxable Non Qualified Accounts 2025
- What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions 2025
- Will I Have To Pay Tax On The Sale Of My Investment 2025
- Will I Receive A Step Up In Basis For This Gifted Property 2025
- Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules 2025
Charitable Giving
Estates and Inheritance
- How Must I Take Distributions From My Twice Inherited Traditional IRA
- How Must I Take Distributions From The Roth IRA I Inherited 2025
- How Must I Take Distributions From The Traditional IRA I Inherited
- Should I Inherit My Deceased Spouse8217s Traditional IRA
- What Issues Should I Consider Before Closing The Estate 2025
- What Issues Should I Consider Before I Update My Estate Plan 2025
- What Issues Should I Consider When Creating My Estate Plan
- What Issues Should I Consider When Reviewing My Beneficiaries
- What Issues Should I Consider When Reviewing My Estate Planning Documents
- Will I Receive A Step Up In Basis For The Appreciated Property I Inherited
Life Events and Aging
- What Issues Should I Consider Before I Retire
- What Issues Should I Consider During My Divorce
- What Issues Should I Consider For My Aging Parents
- What Issues Should I Consider If I Experience A Sudden Wealth Event
- What Issues Should I Consider If I Get A Promotion Or Raise At Work
- What Issues Should I Consider If I Lose My Job
- What Issues Should I Consider If My Parent Passed Away
- What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness
- What Issues Should I Consider If My Spouse Passed Away
- What Issues Should I Consider When Getting Married
- What Issues Should I Consider When Moving Out Of State
- What Issues Should I Consider When Starting A New Job
- What Issues Should I Consider When Starting Out Financially
Real Estate and Mortgages
- Can I Do A Section 1031 Exchange With My Rental Property
- Is My Rental Property Tax Deductible
- Should I Consider Refinancing My Mortgage
- Should I Pay Off My Mortgage
- What Issues Should I Consider When Buying A Home
- What Issues Should I Consider When Owning A Rental Property
- What Issues Should I Consider When Selling My Home
- What Issues Should I Consider When Using A Reverse Mortgage
Education and Student Loans
Insurance and Annuities
- Common Annuity Products
- Common Life Insurance Policies
- Does An Annuity Fit Within My Financial Plan
- What Issues Should I Consider When Doing A Section 1035 Exchange
- What Issues Should I Consider When Purchasing A Life Insurance Policy
- What Issues Should I Consider When Purchasing Disability Insurance
- What Issues Should I Consider When Purchasing Long Term Care Insurance
- What Issues Should I Consider When Reviewing My Existing Annuity
- What Issues Should I Consider When Reviewing My Existing Life Insurance Policy
- What Issues Should I Consider When Reviewing My Health And Life Insurance Policies
- What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies
Budgeting and Debt
- Should I Lease Or Buy My Next Automobile
- Should I Pay Off My Debts
- What Accounts Should I Consider If I Want To Save More
- What Issues Should I Consider When Dealing With High Inflation
- What Issues Should I Consider When Establishing And Maintaining My Emergency Fund
- What Issues Should I Consider When Funding An Unexpected Expense
- What Issues Should I Consider When Reviewing Cash Flow
Business Owners
- Common Pension Plans For Small Business Owners
- Common Retirement Plans For Small Business Owners
- Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business
- Should I Set Up A Traditional 401k For My Business
- What Issues Should I Consider As A Business Owner Or 1099 Worker
- What Issues Should I Consider When Planning For The Sale Disposition Or Succession Of My Business
- What Issues Should I Consider When Starting A Business
Other Topics
- Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud
- Pay Stub Review
- What Documents Do I Need To Keep On File
- What Issues Do I Need To Consider As My Child Becomes Independent
- What Issues Should I Consider At The Start Of The Year
- What Issues Should I Consider Before The End Of The Year
- What Issues Should I Consider During A Recession Or Market Correction
- What Issues Should I Consider For My Child With Special Needs
- What Issues Should I Consider When Having Or Adopting A Child
- What Issues Should I Consider When Reviewing My Investments
- What Issues Should I Consider With My Employer Provided Benefits
- Where Should My Next Dollar Go