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FLOWCHARTS

We’re here to help you make smart decisions.

Find answers to a number of important financial questions below. With our easy-to-use flowcharts, you can quickly determine the right path. Of course, this is just the start. Contact our team to learn more.

Should I Do a Roth Conversion

Download Flowchart

Can I Do a Qualifed Charitable Distribution From My IRA 1

Can I do a qualified charitable distribution from my IRA?

Download Flowchart

Will My Social Security Benefit Be Reduced 2020 1

Will my social security benefits be reduced?

Download Flowchart

Am I eligible for Social Security as a Spouse 1

Am I eligible for social security as a spouse?

Download Flowchart

Am I eligible for Social Security as a Surviving Spouse 1

Am I eligible for social security as a surviving spouse?

Download Flowchart

Can I Avoid Taking My RMD After I Turn Age 70.5 1

Can I avoid taking my RMD after reaching my required beginning date (RBD)?

Download Flowchart

Can I Delay The RMD From The Traditional IRA I Inherited 1

Can I delay distributions from the traditional IRA I inherited?

Download Flowchart

Can I Make A Deductible IRA Contribution 2018 1

Can I make a deductible IRA contribution?

Download Flowchart

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Schedule an Appointment

Please select a time from our calendar below to speak with an advisor.

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  (866) 505-9016          Schedule a Call          LinkedIn

  Client Login:    Wealth Portal    First Clearing

  (866) 505-9016

  Schedule a Call

  LinkedIn

  Client Login:  

Wealth Portal  

First Clearing

About Tushingham Wealth Strategies

As a Certified Financial Planner ™, Tushingham Wealth Strategies acts as a fiduciary for their clients. We specialize in providing retirement planning for physicians and executives. Through our "Personal CFO" service we will help you proactively plan and coordinate your financial affairs, simplify your life, and guide you on your path towards financial independence.

CONTACT US

About Tushingham Wealth Strategies

As a Certified Financial Planner ™, Tushingham Wealth Strategies acts as a fiduciary for their clients.  We specialize in providing retirement planning for physicians and executives.  Through our "Personal CFO" service we will help you proactively plan and coordinate your financial affairs, simplify your life, and guide you on your path towards financial independence.    

CONTACT US
  900 Midnight Channel Road, Wilmington, NC 28403

©2021 Tushingham Wealth Strategies, LLC

  900 Midnight Channel Road, Wilmington, NC 28403

©2021 Tushingham Wealth Strategies, LLC

Logo FPA
Logo FPA

Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina.

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