Planning Tools

	Tools for Getting Started		Tools for Investing
	Tools for Insurance and Risk Management		Tools for Retirement Planning
	Tools for Estate Planning		Tools for Tax Planning

Tools for Getting Started	Annuity Table: Present Value of Future Payments Annuity Table: Present Value of a Series of Future Payments Document Assembly Checklist Family Monthly Budget Worksheet Personal Financial Statement
Tools for Investing	Calculating the Mortgage Payment You Can Afford Worksheet Life Expectancy Tables
Tools for Insurance and Risk Management	Insurance Policy Inventory Worksheet Sample Disability Policy
Tools for Retirement Planning	Contributions and Deductions Table and Worksheets for the Self-Employed Life Expectancy Tables Model Rabbi Trust Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Form 5498, IRA and Coverdell ESA Contribution Information Form 5500, Annual Return of Fiduciary of Employee Benefit Trust Form 8606, Nondeductible IRAs and Coverdell ESAs Form 8880, Credit for Qualified Retirement Savings Contributions IRS Forms for SIMPLE IRAs
Tools for Estate Planning	Statutory Power of Attorney and Medical Treatment Forms Statutory Wills Wills of Famous Public Figures IRS Forms for Generation Skipping Taxes and Estate Planning
Tools for Tax Planning	Alimony Recapture Worksheet Annual Vehicle Lease Table Business Code Tables Capital Improvements Worksheet Capital Loss Carryover Worksheet Child Tax Credit Worksheets Dependent Support Worksheet Depreciation Tables Depreciation Worksheet Earned Income Credit Worksheets Inclusion Amount Tables for Leased Cars Inclusion Amounts Worksheet for Leased Property (Other than Cars) Reduced Exclusion Worksheet for Gain on Sale of Your Home Simplified Method Worksheet for Pension Payments Using the Optional Method for Self-Employment Tax Worksheet Worksheet to Compute the Limit on Rental Deductions for Vacation Homes Worksheet to Figure Taxable Social Security Benefits Form SS-4, Application for Employer Identification Number Form 1040, U.S. Individual Income Tax Return Form 1040A, U.S. Individual Income Tax Return Form 1040EZ, Income Tax Return for Single and Joint Filers with No Dependents Form 1040-V, Payment Voucher Form 1040X, Amended U.S. Individual Income Tax Return IRS Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Form 1116, Foreign Tax Credit Form 2106-EZ, Unreimbursed Employee Business Expenses Form 2106, Employee Business Expenses Form 2441, Child and Dependent Care Expenses Form 3903, Moving Expenses Form 4562, Depreciation and Amortization Form 4684, Casualties and Thefts Form 4797, Sales of Business Property Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return Form 4972, Tax on Lump-Sum Distributions Form 5213, Election To Postpone Determination as To Whether the Presumption Applies that an Activity Is Engaged in for Profit Form 5498, IRA and Coverdell ESA Contribution Information Form 5500, Annual Return of Fiduciary of Employee Benefit Trust Form 6251, Alternative Minimum Tax--Individuals Form 6252, Installment Sale Income Form 7004, Application for Automatic 6-Month Extension of Time To File Certain Business Income Tax, Information, and Other Returns Form 8283, Noncash Charitable Contributions Form 8582, Passive Activity Loss Limitations Form 8606, Nondeductible IRAs and Coverdell ESAs Form 8615, Tax for Children Under Age 18 With Investment Income of More Than $1,700 Form 8801, Credit for Prior Year Minimum Tax -- Individuals, Estates, and Trusts Form 8812, Additional Child Tax Credit Form 8814, Parents' Election To Report Child's Interest and Dividends Form 8822, Change of Address Form 8829, Expenses for Business Use of Your Home Form 8839, Qualified Adoption Expenses Form 8863, Education Credits Form 8880, Credit for Qualified Retirement Savings Contributions Schedule A (Form 1040A or 1040), Itemized Deductions Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends Schedule C-EZ (Form 1040), Profit from Business (Sole Proprietorship) Schedule C (Form 1040), Profit or Loss from Business (Sole Proprietorship) Schedule D (Form 1040), Capital Gains and Losses Schedule E (Form 1040), Supplemental Income and Loss Schedule EIC (Form 1040A or 1040), Earned Income Credit Schedule F (Form 1040), Profit or Loss from Farming Schedule H (Form 1040), Household Employment Taxes Schedule R (Form 1040), Credit for the Elderly or Disabled Schedule SE (Form 1040), Self-Employment Tax IRS Tax Tables