Marlene Mind Map
 
 
 
 

Marlene - Mind Map

8 months ago by: Timothy Brown
 
 
  • Marlene Family Office Services
    • Values
      • Money
      • Community Service
    • Goals
      • Dangers
        • Tax Rates Rise
        • Beneficiary Designations are incorrect
        • Healthcare inflation will require out of pocket payments
      • Opportunities
        • Reduce exposure to future tax increases
        • Reduce longevity risks
      • Strengths
        • IRA is not being used for income now
        • Healthcare is paid for and has top insurance
        • Long term care policy is in place
    • Relationships
      • Family and Employer
        • The Family
          • Brother
            • Inheritance
            • Giving
          • Partner
            • Inheritance
            • Giving
        • Employer
    • Assets
      • Human Capital
        • ER
          • Comp
          • Benefits
          • Pension
      • Financial Capital
        • 401k
        • TD Ameritrade Accounts
          • IRA
        • Property
          • Home
            • San Ramon
      • Social Capital
        • Social Security
          • $2,154 mo gross $25,848 annually
          • $1,465 net $17,583 annually
          • $488.40 Fed WH $5860
          • $187.50 IRMAA Part B
          • $13.30 IRMAA Part D
        • Pension
          • $5819 gross $69,828
          • $4538 net $54,456
          • $967 Fed WH $11604
          • $313 State WH $3756
        • Retirement Medical
          • $2,151
        • Long Term Care Policy
          • $232 daily $6960 mo
          • 90 Day wait
          • Lifetime Benefit Period
          • $ 2581 Premium
    • Advisors
      • 360 Family Resources
        • Property & Liability
        • Life Insurance
        • Legal
          • Will or Trust
            • Yes
            • 5 Years Old?
          • Power of Atty Healthcare
          • Power of Atty Financial
    • Spending Process
      • Wellness and Healthcare
        • Medicare
        • Current Coverage
          • Plan F Medical
        • 2018 Costs
          • $ Deductible
          • 0% Co Pay
            • Retrieve 2018 health cost data
          • Dental
            • $
          • Glasses
            • $
          • Hospital
            • $
      • Savings Targets
      • Retirement Target Date
        • 2013
      • Family Events
      • Future Purchases
      • Home & Real Estate Purchase/Sell
      • Spending Targets
        • $105,000 annually
    • Interests
      • Annual Travel/Vacation
    • Roth IRA Conversion
      • Tax Free Withdrawals
        • Proceeds Grow Tax Free
        • IRA RMD's impose unwanted ordinary income.
        • If RMDS begin - they have to continue the same way for Beneficiaries.
      • Your tax rate now versus later
        • Are Ordinary Rates Likely To Go Higher or Lower?
        • Beneficiaries won't have Parents rate
      • Facts for Calculations
        • Cross Over Age
        • Tax $ being Pre Paid
        • Income Tax Data
          • 2017
          • 2016
          • 2018
          • 2019
      • Advisors
        • CPA
        • Family Office
      • Future Plans for your Estate
        • Beneficiaries Pay No Taxes
        • Remove risk of future income tax increases
          • Income
          • Social Security
          • Medicare
    • Followup Indicated
      • Add 2017 1040 to BNA
      • Model one year at a time to the next bracket up.
      • Model 102500 and indicate what bracket that goes to and how much it fills up that bracket...
      • If it exceeds a bracket how much more to the top of that bracket?
      • Confirm the Part B and D tax increase in the illustrations from Tax Planner...note Marlene said the $100,000 income adds $4,000 in Medicare taxes.
      • Roth Conversion Reports to Marlene
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