Tax Diversification and Retirement: Everything You Need to Know With Chase Tushaus

Approaching retirement is like coming down Mount Everest — one wrong step can be costly.

In this 45-minute session, Chase Tushaus breaks down tax diversification, Roth strategies, Required Minimum Distributions (RMDs), and retirement tax-planning essentials to help you protect your income and minimize lifetime taxes.

You’ll learn:
• The 6 key financial planning risks that shape retirement
• How tax-now, tax-later, and tax-free buckets work
• Strategies to reduce tax risk as rates rise
• When Roth conversions make sense
• Charitable giving strategies (QCDs & donor-advised funds)
• Real-world case studies showing tax-efficient retirement income

If you want personalized guidance, Tushaus Wealth Management offers a free strategy session to help you create your own custom tax-efficient retirement plan.

👉 Schedule a strategy session: https://tushausgroup.com/book-a-call

👉 Learn more about TWM: https://tushausgroup.com/

Tushaus Group, LLC is registered as an investment advisor and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Information presented in this video is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information.

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice.  Always consult an attorney or tax professional regarding your specific legal or tax situation.