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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

Retirement | Social Security

Will My Social Security Benefits Be Reduced?

ByBen Gibson, MBA February 22, 2024January 30, 2025

Will My Social Security Benefits Be Reduced? This flowchart will walk you through discovering the answer.

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IRAs | Retirement

Will My Roth IRA Conversion Be Penalty Free?

ByBen Gibson, MBA February 21, 2024January 30, 2025

Will My Roth IRA Conversion Be Penalty Free? This flowchart will walk you through discovering the answer.

Read More Will My Roth IRA Conversion Be Penalty Free?Continue

Investing | Property

Will I Receive A Step Up In Basis For This Gifted Property?

ByBen Gibson, MBA February 20, 2024January 30, 2025

Will I Receive A Step Up In Basis For This Gifted Property? This flowchart will walk you through discovering the answer.

Read More Will I Receive A Step Up In Basis For This Gifted Property?Continue

Investing | Property

Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?

ByBen Gibson, MBA February 19, 2024January 30, 2025

Will I Receive A Step Up In Basis For The Appreciated Property I Inherited? This flowchart will walk you through discovering the answer.

Read More Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?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

Medicare | Retirement

Will I Be Enrolled Automatically In Medicare?

ByBen Gibson, MBA February 16, 2024January 30, 2025

Will I Be Enrolled Automatically In Medicare? This flowchart will walk you through discovering the answer.

Read More Will I Be Enrolled Automatically In Medicare?Continue

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Onalaska, WI 54650

XY Financial Planning is a DBA of La Crosse Financial Planning Inc. (“LaxFP”), a state registered investment adviser. LaxFP may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. LaxFP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LaxFP’s web site on the Internet should not be construed by any consumer and/or prospective client as LaxFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LaxFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LaxFP.  A copy of LaxFP’s current written disclosure statement discussing LaxFP’s business operations, services, and fees is available here.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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