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.


 

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

HOT TOPIC: Inflation Slows But Still Poses Long-Term Threat

After a year in which energy prices hit record levels, most consumers will be surprised to learn that the 2008 inflation rate was almost zero. But don't be fooled into thinking that inflation is no longer a threat to your long-term financial outlook.

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