The best financial planning is conducted with taxes in mind. Tushaus Wealth Management brings proficiency in both and recognizes tax planning and wealth management as two halves of one comprehensive financial plan.
When entrusting your finances with Tushaus Wealth Management, every investment decision will be considered through the lens of long-term tax implications.
Tax Diversification
Have you considered tax diversification and how to better control the taxes you pay in retirement?
Creating tax diversification is one of the main goals of tax planning. Our advisors will assess your tax liabilities and develop a customized plan that can potentially help you minimize what you pay in taxes when it comes time to retire. Our focus is to keep your hard-earned money in your pocket and managed under one roof.
Roth Conversion Opportunities
Are you taking advantage of potential Roth Conversion opportunities before tax rates increase in 2026?
Transforming your retirement plan from a Traditional IRA to a Roth IRA offers numerous tax advantages and enhances long-term financial flexibility. While an immediate tax break isn’t provided during the conversion, the assurance of withdrawing future contributions and earnings tax-free presents a compelling opportunity, especially for individuals expecting a shift to a higher tax bracket. Beyond tax benefits, opting for a Roth IRA conversion can serve as a strategic tool for estate planning and increased fund accessibility, eliminating the requirement for Required Minimum Distributions (RMDs) associated with traditional IRAs. Explore the option of a Roth conversion through Tushaus Wealth Management to leverage our knowledge in strategically managing your tax liabilities, ultimately reducing your tax burdens and paving the way for a successful retirement.
Maximizing Tax Benefits & Savings
As a business owner, are you maximizing all retirement tax saving opportunities available to you?
Protecting your hard-earned money is a priority of Tushaus Wealth Management, especially when it comes to tax savings. If you are a business owner and approaching retirement, consider a Cash Balance Plan in order to retain a greater share of your profit through tax-deferred growth. As a recognized business expense, a Cash Balance Plan provides business owners the opportunity to decrease their company’s overall tax liability and subsequently contribute money towards their retirement savings. Learn more about tax minimization methods with our team of qualified advisors.
