Personal template
Retirement & Roth Tax Checkup template.
Retirement accounts, Roth conversions, contributions and distributions, without investment advice.
What it produces
Retirement & Roth Tax Opportunity Report
27 questions, with the report set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the retirement & roth tax opportunity report. You approve it and it's emailed as a branded PDF.
Questions included27
- 1What stage best describes you?
- 2What is your age range?
- 3Which best describes your current work situation?
- 4What is your expected tax filing status this year?
- 5About how much household taxable income do you expect this year?
- 6Do you expect your income to change meaningfully in the next few years?
- 7Which retirement accounts do you currently have?
- 8Which tax buckets are you building for retirement?
- 9Do you currently have access to an employer-sponsored retirement plan?
- 10How are you primarily contributing to your employer plan?
- 11Does your employer offer a matching or other retirement-plan contribution?
- 12Have you made or considered making IRA contributions recently?
- 13Do you have retirement accounts from former employers?
- 14About how many old employer retirement accounts do you have?
- 15Have you considered a Roth conversion?
- 16Is there a period when you expect to be in a lower tax bracket than usual?
- 17What type of business income do you have?
- 18Do you have employees other than yourself or a spouse?
- 19Does your business currently have a retirement plan?
- 20When do you expect to stop full-time work or substantially reduce work?
- 21Which income sources do you expect in retirement or receive now?
- 22Are required minimum distributions (RMDs) relevant to you now or soon?
- 23Do charitable gifts play a meaningful role in your tax or estate planning?
- 24Have you reviewed beneficiary designations on retirement accounts?
- 25What would you most like to explore?
- 26Is there anything else you would like us to know before we prepare your opportunity report?
- 27Where should we send your Retirement & Roth Tax Opportunity Report?
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