Check List

Client Name:
H S A (2016 limit Family High Deductible Plan $6,700) check the limit
Date Complete HSA:
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SIMPLE PLAN $12,500 + $5,000 50 yr + Catch up + 3% matching
Date to complete SIMPLE:
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Term life insurance
Date to complete Insurance:
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Reasonable Compensation wages
Date to complete Wages:
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Adequate compensation for children
Date to complete Comp for Children
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ROTH IRA accounts for Children
Date to complete IRA for Children
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Rental space of primary residence - $7,500
Date to complete Rent Space
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IP / Royalty / Personal Debt Guarantee Agreements
Date to complete Aggrements
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Are you 50+
SIMPLE $12,500 plus $3,000
Date to complete SIMPLE 50+
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IRA $5,500 plus $1,000
Date to complete IRA 50+
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