Duncan McRae

Professional advice you can trust

Duncan McRae at Investment Centers of America

Serving investors for over 25 years


Today's world can change at the speed of light. That change means that there are opportunities around every corner. At Investment Centers of America we have the tools and the knowledge to help you take advantage of those opportunities.

With so many different investment products available, planning for the future can be confusing and intimidating. At Investment Centers of America we customize a plan to fit you and your plans for the future.

 Please take some time to browse our website. Under the Learning Center Tab you'll find links to some informative articles that are great learning opportunities. You can also use our various financial calculators. They can help you to get an idea of where you are and where you want be down the road. Once you have an idea of what you want to accomplish we can show you how to make it happen.

Click on contact us to fill in a quick online contact form or stop in and take control of your financial future today.


 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

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