(205) 208-9868 josh@mcclellanwealth.com
  • Facebook
  • LinkedIn
  • Facebook
  • LinkedIn
McClellan Wealth
  • Home
  • About
  • Services
    • Wealth Management
    • Financial Planning
    • Investment Management
    • Estate & Trust Planning
  • Insights
  • Client Login
    • Wealth Management
    • Performance Reporting
    • Fidelity
  • Contact
Select Page
SIMPLE IRA vs. SEP IRA

SIMPLE IRA vs. SEP IRA

by admin | May 3, 2022 | Birmingham Financial Services, Retirement Planning

By: Josh Slocum, McClellan Wealth Management You, as an employer, may plan on retiring at some age, but may not be thinking about actually saving money for retirement. Luckily, there are different investment plans that could contribute to retirement — IRA plans. IRA...
IRA 101: The Different Types, Plus Pros and Cons

IRA 101: The Different Types, Plus Pros and Cons

by admin | Jan 26, 2022 | Retirement Planning

By: Josh Slocum, McClellan Wealth Management IRA stands for an individual retirement account. To simplify, one contributes money, either pre- or post-tax dollars, into an IRA where the funds can be then invested for the purpose of saving for retirement. Unlike...
401(k) Basics: What You Need to Know to Understand Your 401(k)

401(k) Basics: What You Need to Know to Understand Your 401(k)

by admin | Jan 24, 2022 | Retirement Planning

By: Josh Slocum, McClellan Wealth Management A 401(k) retirement plan is an employer-sponsored retirement savings program that enables employees to save for their retirement by making pre-tax contributions. No matter if you’re just starting your career or have been in...
Lump Sum Pension: When or If You Should Take It

Lump Sum Pension: When or If You Should Take It

by admin | Jun 25, 2021 | Finances, Retirement Planning, Wealth Management

By: Josh Slocum, McClellan Wealth Management If you’re nearing retirement, you may be facing some difficult decisions regarding your defined-benefit pension plan. You might be wondering whether you should opt for the traditional path and accept lifetime monthly...
Annuities: The Advantages and the Disadvantages

Annuities: The Advantages and the Disadvantages

by admin | Jan 13, 2021 | Retirement Planning, Wealth Management

By: Josh Slocum, McClellan Wealth Management If I asked you what an annuity is, could you tell me? If the answer is no, you’re not alone! An annuity is essentially an insurance contract. For example, when you purchase an annuity, you pay a set amount of money today,...
The Dos and Don’ts of Retirement Planning and Limiting Loss Impact

The Dos and Don’ts of Retirement Planning and Limiting Loss Impact

by admin | Dec 7, 2020 | Retirement Planning

By: Josh Slocum, McClellan Wealth Management This year, maybe more than ever, saving for retirement is on everyone’s mind. While some people think it’s a given – that things will fall into place financially, and they’ll be able to retire on their pre-planned...

Recent Posts

  • Philanthropic Planning in Birmingham, AL
  • How Should You Invest $200,000
  • Three Ways to Maximize Interest on Savings
  • SIMPLE IRA vs. SEP IRA
  • IRA 101: The Different Types, Plus Pros and Cons
McClellan Wealth Management Logo
A boutique financial planning and investment advisory firm that specializes in tailored wealth management solutions for a more sophisticated clientele.
Can you handle another bad market? It is important to understand your personal risk tolerance so they can be properly aligned with your portfolio and financial goals. We invite you to take our free risk assessment. This 5-minute exercise assigns a number to your risk tolerance and then compares how your current portfolio corresponds to this risk tolerance.

More Links

  • Home
  • About
  • Services
  • Wealth Management
  • Financial Planning
  • Investment Management
  • Estate & Trust Planning
  • Divorce Financial Advisor
  • Insights
  • Client Login
  • Contact

Contacts

800 Shades Creek Pkwy., Suite 310, Birmingham, AL 35209

josh@mcclellanwealth.com

 (205) 208-9868

Newsletter Sign-Up

Fidelity Investments is an independent company, unaffiliated with McClellan Wealth Management. Fidelity Investments is a service provider to ASN. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by McClellan Wealth Management and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 836933.4.

Advisory Services offered through McClellan Wealth Management, a Member of Advisory Services Network, LLC. 6600 Peachtree Dunwoody Rd. • Embassy Row 600 • Suite 575 • Atlanta, GA 30328 • 770-352-0449.

© 2021 McClellan Wealth. All Rights Reserved.| Sitemap |Built by Atomic

  • Follow
  • Follow
  • Follow