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FREE EBOOK DOWNLOAD

TAX DIVERSIFICATION AND
RETIREMENT

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WHAT’S INSIDE THE BOOK?

This ebook covers the key areas of tax diversification and retirement, without the overwhelm:

  • THE SIX FUNDAMENTAL FINANCIAL PLANNING CONSIDERATIONS

    Six fundamental financial planning key points that we consider in your plan at Tushaus Wealth Management. 

  • UNDERSTANDING THE IMPACT OF TAXES ON RETIREMENT INCOME

    Understanding tax risk with a 30-year mortgage analogy.

  • PROJECTING INCREASING TAX RISK INTO THE FUTURE

    Estimate your retirement needs and create a tax-efficient withdrawal strategy.

  • STRATEGY FOR MITIGATING TAX RISK IN RETIREMENT

    Ensure Medicare and long-term care plans are in place.

DOWNLOAD YOUR FREE EBOOK HERE

Download your free tax planning ebook now and take the first step toward a secure and fulfilling future.

WHY CHOOSE TUSHAUS WEALTH MANAGEMENT FINANCIAL PLANNING?

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SPECIALIZED EXPERIENCE

we have decades of experience in financial planning

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PERSONALIZED GUIDANCE

For those close to retirement age -
or younger

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PROVEN STRATEGIES

That align with your retirement
goals