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Retirement & Estate Planning

Retirement planning is of paramount importance to help you achieve your goals for a comfortable retirement life style. Other than municipal bonds, qualified retirement plans are one of the nation's last viable tax sheltered investments. 

McClurg Capital offers IRA and Roth IRA plans to individuals, and SEP IRA and 401k plans to small employers and the self employed. Additionally, our professionals can assist corporations with 401k, 403b, profit sharing, defined contribution and deferred compensation plans. 

McClurg Capital's estate planning specialists, in conjunction with your attorney, will help develop and implement strategies to facilitate a smooth passage of your assets to your heirs while seeking to minimize burdensome estate taxes.