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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 Set Up A Traditional 401k For My Business 2020 1

Should I set up a traditional 401(k) for my business?

Download Flowchart

Will a Distribution From My Traditional IRA Be Penalty Free 1

Will a distribution from my traditional IRA be penalty free?

Download Flowchart

Am I Eligible for a Qualified Business Income QBI Deduction 1

Am I eligible for a qualified business income (QBI) deduction?

Download Flowchart

Will I Avoid Surcharges on My Medicare Part B and D 1

Will I avoid surcharges on my medicare part B&D?

Download Flowchart

Is the Distribution From My 529 Plan Taxable 2019

Is the distribution from my 529 plan taxable?

Download Flowchart

if i retire early should i buy health insurance through the health insurance marketplace 2019 1 1

If I retire early, should I buy health insurance through the health insurance marketplace?

Download Flowchart

Can I make a deductible contribution to my HSA?

Download Flowchart

Am I Eligible For An IDR Plan For My Federal Student Loans 2020

Am I eligible for an IDR plan for my federal student loans?

Download Flowchart

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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 its clients. We specialize in providing retirement planning for entrepreneurs. Through our "Personal CFO" service we will help you proactively plan 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 its clients. We specialize in providing retirement planning for entrepreneurs. Through our "Personal CFO" service we will help you proactively plan 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

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

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