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VALUE-BASED FINANCIAL EDUCATION
This section is updated periodically. It is divided into resources in:
Retirement
Investment
Buying, Renting and Financing
Banking
Charity & Zakat
Life Events
Estate Planning
Insurance
Education
Taxes
RETIREMENT
Retirement issues
How much do I need for retirement
What-Issues-Should-I-Consider-Before-I-Retire-2020
As-A-Retiree-What-Issues-Should-I-Consider-When-Reviewing-My-2019-Tax-Return
Important considerations before retirement video
IRA
Can-I-Make-A-Deductible-IRA-Contribution-2020
Will-A-Distribution-From-My-Traditional-IRA-Be-Penalty-Free-2020
Can-I-Avoid-Taking-My-RMD-After-Turning-Age-70.5-2020
Can-I-Delay-The-RMD-From-The-Traditional-IRA-I-Inherited-2019
Can-I-Do-a-Qualified-Charitable-Distribution-From-My-IRA-2020
Roth IRA
Should-I-Contribute-To-My-Roth-IRA-Vs-My-Traditional-IRA-2020
Can-I-Contribute-To-My-Roth-IRA-2020
Will-A-Distribution-From-My-Roth-IRA-Be-Tax-and-Penalty-Free-2020
Will-My-Roth-IRA-Conversion-Be-Penalty-Free-2020
Can-I-Make-a-Backdoor-Roth-IRA-Contribution-2020
Can-I-Make-A-Mega-Backdoor-Roth-IRA-Contribution-2020
401(k)-Business
Should-I-Set-Up-A-Traditional-401k-For-My-Business-2020
Should-I-Rollover-My-Dormant-401k-2020
Will-The-Deductibility-Of-My-Retirement-Plan-Contributions-Be-Impacted-By-The-QBI-Rules-2020
Can-I-Do-A-Net-Unrealized-Appreciation-NUA-Distribution-2020
Social Security
Will-My-Social-Security-Benefit-Be-Reduced-2020
Will-I-Avoid-Social-Security’s-Government-Pension-Offset-2020
Will-I-Avoid-The-Social-Security-Windfall-Elimination-Provision-2020
Am-I-Eligible-for-Social-Security-Benefits-as-a-Spouse-2020
Am-I-Eligible-for-Social-Security-Benefits-as-a-Surviving-Spouse-2020
Am-I-Eligible-for-Social-Security-Benefits-as-a-Divorced-Individual-2020
Do-I-Qualify-For-Social-Security-Disability-Benefits-2020
Medicare
Will-I-Have-To-Change-Healthcare-Coverage-As-I-Transition-Into-Retirement-2020
If-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace-2020
Am-I-Eligible-For-Medicare-Part-A-and-Part-B-2020
Will-I-Be-Enrolled-Automatically-In-Medicare-2020
Will-I-Avoid-Medicare-Enrollment-Penalties-2020
Will-I-Avoid-IRMAA-Surcharges-On-Medicare-Part-B-amp-Part-D-2020
LIFE EVENTS
Year End
What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2020
New Job
What-Issues-Should-I-Consider-When-Starting-A-New-Job-2020
Promotion/Raise
What-Issues-Should-I-Consider-If-I-Get-A-Promotion-Or-Raise-At-Work-2020
Job Loss
What-Issues-Should-I-Consider-If-I-Lose-My-Job-2020
Marriage
What-Issues-Should-I-Consider-When-Getting-Married-2020
Having A Child
What-Issues-Should-I-Consider-When-Having-A-Child-2020
Divorce
ESTATE PLANNING
Islamic Inheritance Distribution Calculator
Should-I-Inherit-My-Deceased-Spouse’s-IRA-2019
What-Issues-Should-I-Consider-Before-Closing-The-Estate-2020
What-Issues-Should-I-Consider-Before-I-Update-My-Estate-Plan-2020
What-Issues-Should-I-Consider-For-My-Aging-Parents-2020
What-Issues-Should-I-Consider-If-My-Parent-Passed-Away-2020
What-Issues-Should-I-Consider-If-My-Spouse-Has-Been-Diagnosed-With-A-Terminal-Illness-2020
What-Issues-Should-I-Consider-If-My-Spouse-Passed-Away-2020
Will-I-Receive-A-Step-Up-In-Basis-For-This-Inherited-Property-2020
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INSURANCE
Insurance & Islam
Health Insurance
What-Issues-Should-I-Consider-When-Reviewing-My-Health-And-Life-Insurance-Policies-2020
Will-I-Have-To-Change-Healthcare-Coverage-As-I-Transition-Into-Retirement-2020
If-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace-2020
Can-I-Make-A-Deductible-Contribution-To-My-HSA-2020
Will-The-Distribution-From-My-HSA-Be-Tax-Free-202
Life insurance
What-Issues-Should-I-Consider-When-Reviewing-My-Health-And-Life-Insurance-Policies-2020
Property/casualty insurance
What-Issues-Should-I-Consider-When-Reviewing-My-Property-And-Casualty-Insurance-Policies-2020
TAX
Gift tax
Will-I-Receive-A-Step-Up-In-Basis-For-This-Gifted-Property-2020
Income tax while working
As-Someone-Who-Is-Working-What-Issues-Should-I-Consider-When-Reviewing-My-Tax-Return-2019
Income tax for retirees
As-A-Retiree-What-Issues-Should-I-Consider-When-Reviewing-My-2019-Tax-Return
Business tax
Am-I-Eligible-For-A-Qualified-Business-Income-Deduction-2020
Investment sale