Skip to content
XY Financial Planning
  • TeamExpand
    • Ben Gibson, CFP®, MBA, EA
    • Kathryn Wiegrefe, CFP®
  • Services
  • ContentExpand
    • Flowcharts
Schedule Discovery
XY Financial Planning

Taxes

TCJA Sunset Provision Comparison Guide
Retirement | Taxes

TCJA Sunset Provision Comparison Guide

ByBen Gibson, MBA September 3, 2024December 19, 2024

Interested in the TCJA Sunset? This flowchart will walk you through comparing the options.

Read More TCJA Sunset Provision Comparison GuideContinue

HSA | Investing | Retirement | Taxes

Will The Distribution From My HSA Be Tax And Penalty Free?

ByBen Gibson, MBA February 24, 2024January 30, 2025

Will The Distribution From My HSA Be Tax And Penalty Free? This flowchart will walk you through discovering the answer.

Read More Will The Distribution From My HSA Be Tax And Penalty Free?Continue

Creating a Financial Plan | Retirement | Taxes

Deductibility Of Contributions Impacted By QBI Rules?

ByBen Gibson, MBA February 23, 2024January 30, 2025

Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules? This flowchart will walk you through discovering the answer.

Read More Deductibility Of Contributions Impacted By QBI Rules?Continue

Investing | Retirement | Taxes

Will I Have To Pay Tax On The Sale Of My Investment?

ByBen Gibson, MBA February 18, 2024January 30, 2025

Will I Have To Pay Tax On The Sale Of My Investment? This flowchart will walk you through discovering the answer.

Read More Will I Have To Pay Tax On The Sale Of My Investment?Continue

Investing | Retirement | Taxes

Will I Have To Pay Tax On My Qualified ESPP?

ByBen Gibson, MBA February 17, 2024January 30, 2025

Will I Have To Pay Tax On My Qualified ESPP? This flowchart will walk you through discovering the answer.

Read More Will I Have To Pay Tax On My Qualified ESPP?Continue

IRAs | Retirement | Taxes

Will A Distribution From My Traditional IRA Be Penalty Free?

ByBen Gibson, MBA February 12, 2024January 30, 2025

Will A Distribution From My Traditional IRA Be Penalty Free? This flowchart will walk you through discovering the answer.

Read More Will A Distribution From My Traditional IRA Be Penalty Free?Continue

IRAs | Retirement | Taxes

Will A Distribution From My Roth IRA Be Tax And Penalty Free?

ByBen Gibson, MBA February 11, 2024January 30, 2025

Will A Distribution From My Roth IRA Be Tax And Penalty Free? This flowchart will walk you through discovering the answer.

Read More Will A Distribution From My Roth IRA Be Tax And Penalty Free?Continue

IRAs | Retirement | Taxes

What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?

ByBen Gibson, MBA February 9, 2024January 30, 2025

What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions? This flowchart will walk you through discovering the impact.

Read More What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?Continue

Investing | Retirement | Taxes

Distribution of 529 Plan with Federal Income Tax

ByBen Gibson, MBA January 24, 2024January 30, 2025

Is The Distribution From My 529 Plan Subject To Federal Income Tax? This flowchart will walk you through discovering your eligibility.

Read More Distribution of 529 Plan with Federal Income TaxContinue

Property | Taxes

Is My Rental Property Tax Deductible?

ByBen Gibson, MBA January 23, 2024January 30, 2025

Is My Rental Property Tax Deductible? This flowchart will walk you through discovering your eligibility.

Read More Is My Rental Property Tax Deductible?Continue

Page navigation

1 2 Next PageNext

(608) 534-4444

Team@LaxFP.com

1131 Main Street

Onalaska, WI 54650

Investment advisory services are offered through Fiduciary Financial Planning Network (“FFPN”), an SEC-registered investment adviser. XY Financial Planning (“XYFP”) is a doing-business-as (DBA) name of FFPN. Registration with the SEC does not imply a certain level of skill or training. This website is intended to provide general information about FFPN’s services and should not be construed as personalized investment advice. Additional information about FFPN is available on the SEC’s website at www.adviserinfo.sec.gov. A copy of FFPN’s current Form ADV Part 2A disclosure brochure, which describes our services, fees, and business practices, is available here. This content is provided for informational purposes only. Investing involves risk and, unless otherwise stated, is not guaranteed. This material is not intended to provide investment, tax, or legal advice. Individuals should consult with appropriate professionals based on their individual circumstances.

With whom would you like to schedule?

About Ben
Discovery Meeting
Strategy Session
Planning Meeting
Review Meeting
About Kathryn
Discovery Meeting
Strategy Session
Planning Meeting
Introductory
Phone Call
Loading Comments...
  • Team
    • Ben Gibson, CFP®, MBA, EA
    • Kathryn Wiegrefe, CFP®
  • Services
  • Content
    • Flowcharts
Search