McCay Wealth Advisory

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks

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12 Years

in Business

(931) 728-2130Visit WebsiteMap & Directions624 N Woodland StManchester, TN 37355 Write a Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Manchester with Investment Advisory Service

Summitville (12 miles)
Hillsboro (14 miles)

More Info

Email

Extra Phones

Phone: (931) 728-2578

Payment method

amex, cash, discover, master card, visa

AKA

McCay Wealth Advisory, LLC

McCay LLC

Other Links

http://www.mccaywealth.com

https://www.mccaywealth.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (931) 728-2130

Address: 624 N Woodland St, Manchester, TN 37355

Website: http://www.mccaywealth.com

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McCay Wealth Advisory

Tax Planning
Contact us today to learn more about tax-planning products and services that are specifically tailored for your needs.
Charitable Giving
Often times, an individual will designate a charitable beneficiary in their will to benefit the organization after the individual dies. By using charitable gifting techniques, a donor may be able to benefit the charity while living without having to sacrifice the income that an asset can generate. Understanding how properly structured charitable gifts can provide current benefits for both the donor and the charity could be important for the charitably inclined.
Estate Taxes
Roth IRA
Individual Retirement Accounts (IRA) are tax qualified retirement plans that were established as way for individuals to save for retirement with the benefit of tax favored treatment. The traditional IRA allows for contributions to be made on a tax deductible basis and to accumulate without current taxation of earnings inside the account. Distributions from a traditional IRA are taxable. A Roth IRA is different in that the contributions are not tax deductible, however, the earnings growth is not currently taxable. To qualify for tax-free and penalty-free withdrawals of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take plance after age 59 ½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes..
Tax Deductions
Presently, the tax code offers incentives for gifting of one’s assets or incomes. Tax deductions are given for current contributions and, for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes.

Investment Management
Every client's unique goals and objectives require a unique solution and a unique process. Investment planning should be carefully calculated to meet the preferences of each investor. We have several standard processes and planning techniques that could be applicable to your family’s unique goals, but every plan we build is carefully selected and uniquely built. Generally speaking, our practice utilizes several planning processes that we are about to explain further.
Mutual Funds
Equity Mutual Funds: Rather than trying to pinpoint the next Google or Apple you can leave it to the professionals to identify companies with the greatest potential and manage a whole portfolio of stocks on your behalf. This provides you with immediate diversification which is essential to minimizing your risk. You can achieve greater diversification by investing in mutual funds that focus on different industry segments or global regions.

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
Annuities
Long Term Care
Longer life spans can also translate into more health issues that arise in the process of aging. The federal government provides a safety net in the form of Medicare, however, it may not provide the coverage needed especially in chronic illness cases. Planning for long-term care, in the event of a serious disability or chronic illness, is becoming a key element of retirement plans today.
Asset Management
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
Charitable Remainder Trusts
Charitable Lead Trusts
Also known as an Income Trust this vehicle transfers the income rights to the charitable organization. Generally, the income rights are assigned for a specified period of time after which the remainder passes to the donor.

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