Walk a structured list of moves we screen every household and owner against. For each one — Yes (need it), Maybe (worth a look), No (doesn't apply), or Done (already in place). Every item links to the IRS or Cornell LII source so you can verify the rule.
~15-20 minutes. Your progress saves. Items already covered by your IPS draft and quiz are pre-filtered to what matches your archetype.
Tax reduced (annual)
$0
Tax-deferred space
$0
Tax-free space (Roth-type)
$0
Protection + structural
0 items
0 flagged · 0% walked
References we link from each item
IRS topic pages and publications (irs.gov), the U.S. Tax Code itself (Cornell LII at law.cornell.edu/uscode/text/26), the SEC's investor.gov for investment rules, FINRA + NAIC for protection rules. We don't editorialize the source — we link directly so you can verify.
irs.gov ·
Cornell LII ·
investor.gov ·
Investopedia.
Walk the items above. Yes / Maybe is what we work from.