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.

Will a Distribution From My Traditional IRA Be Penalty Free?

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Should I Set Up a Traditional 401(k) For My Business?

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Can I Make A Deductible IRA Contribution?

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

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

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Am I eligible for Social Security as a Surviving Spouse?

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Am I eligible for Social Security as a Spouse?

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Will My Social Security Benefits Be Reduced?

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Can I Do a Qualifed Charitable Distribution From My IRA?

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About Tushingham Wealth Strategies

Tushingham Wealth Strategies helps business owners and executives proactively oversee all of their financial affairs by serving as their “Personal CFO” and fiduciary, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, asset management and retirement planning.

About Tushingham Wealth Strategies

Tushingham Wealth Strategies helps business owners  and executives proactively oversee all of their financial affairs by serving as their “Personal CFO” and fiduciary, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, asset management and retirement planning.

  5351 Old Garden Rd. Wilmington, NC 28403

©2018 Tushingham Wealth Strategies, LLC

  5351 Old Garden Rd. Wilmington, NC 28403

©2018 Tushingham Wealth Strategies, LLC

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