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.

If I Retire Early, Should I Buy Health Insurance Through the Health Insurance Marketplace?

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Is the Distribution From My 529 Plan Taxable?

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Will I Avoid Surcharges on My Medicare Part B&D?

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Am I Eligible for a Qualified Business Income (QBI) Deduction?

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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 Qualified Charitable Distribution From My IRA?

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About Tushingham Wealth Strategies

As a Certified Financial Planner, Tushingham Wealth Strategies acts as a Fiduciary for their clients. Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, 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, tax mitigation and wealth management.

About Tushingham Wealth Strategies

Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, 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, tax mitigation and wealth management.

  5615 Old Garden Rd. Apt. 201, Wilmington NC, 28403

©2019 Tushingham Wealth Strategies, LLC

  5615 Old Garden Rd. Apt. 201, Wilmington NC, 28403

©2019 Tushingham Wealth Strategies, LLC

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

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