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Notes from McLaren

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What to do When a Loved One Passes Away

Losing a family member is one of most challenging life events many of us will ever experience. In many instances, the grieving process is coupled with tremendous responsibility – managing final arrangements, supervising assets and affairs, and settling the estate. We’ve helped a number of investors navigate this difficult process.

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Planning for Retirement Assets: Withdrawal Rules for the IRA, 401(k), and 403(b)

Pensions are quickly becoming a thing of the past, and Social Security won’t cover the bills for most retirees. Most of us are relying more and more on investment savings - often held within retirement accounts - to fund the golden years. It is not uncommon for investors to have six and seven-figure nest eggs within these accounts, making it more important than ever to properly manage the assets and plan appropriately for the future.

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