FLOWCHARTS
Can I Do a Qualified Charitable Distribution From My IRA?
Donating to a charity directly from your IRA can result in substantial tax savings. There are a number of rules that need to be followed in order to take advantage of this option.
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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.
©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.
