Professional advice you can trust
Duncan McRae
at LPL Financial
Serving investors for over 30 years
Today's world can change at the speed of light. That change means that there are opportunities around every corner. At LPL Financial 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 LPL Financial 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 pursue your goals.
Click on contact us to fill in a quick online contact form or stop in and plan for your financial future today.
Newsletters
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.