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MACLEANWEALTHPLANNING.COM

Maclean Wealth Planning, LLC. A Retirement and Income Planning Advisory Firm

A Retirement and Income Planning Advisory Firm, creating steady reliable income in retirement.

http://www.macleanwealthplanning.com/

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CONTACTS AT MACLEANWEALTHPLANNING.COM

Eric Maclean

14010 13●●●●●●●●eet KP N

Gig●●●bor , Washington, 98329

United States

(253)●●●●●-7473
em●●●●●●●@hotmail.com

View this contact

Eric Maclean

14010 13●●●●●●●●eet KP N

Gig●●●bor , Washington, 98329

United States

(253)●●●●●-7473
em●●●●●●●@hotmail.com

View this contact

Eric Maclean

14010 13●●●●●●●●eet KP N

Gig●●●bor , Washington, 98329

United States

(253)●●●●●-7473
em●●●●●●●@hotmail.com

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Maclean Wealth Planning, LLC. A Retirement and Income Planning Advisory Firm | macleanwealthplanning.com Reviews

https://macleanwealthplanning.com

A Retirement and Income Planning Advisory Firm, creating steady reliable income in retirement.

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1

Our Products & Services

http://www.macleanwealthplanning.com/p/our-products-services

Eric Maclean, ChFC. Chieko Maclean, CPA. 5000 Bridgeport Way W. University Place, WA 98467. Our Products and Services. Rolling over your 401k. Accounting and Tax Services. Our Products and Services. Products and Services for Individuals:. Brokerage Accounts/Individual Stocks and Bonds*. Retirement Savings Plans: Traditional IRA, ROTH IRA, SEP IRA. Life Insurance and Disability Insurance. 529 College Savings Plans. Long Term Care Planning and Insurance. Estate Analysis and Coordination. Securities and adv...

2

Should I Invest In REITs? | Eric Maclean, ChFC®, CLU®

http://www.macleanwealthplanning.com/resource-center/investment/should-i-invest-in-reits

Eric Maclean, ChFC. Chieko Maclean, CPA. 5000 Bridgeport Way W. University Place, WA 98467. Our Products and Services. Rolling over your 401k. Accounting and Tax Services. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? The Good Ship IPO. The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides. A Decision Not Made Is Still a Decision. 5 Smart Investing Strategies. Have A Question About This Topic?

3

Tax Resources | Eric Maclean, ChFC®, CLU®

http://www.macleanwealthplanning.com/tools/tax-resources

Eric Maclean, ChFC. Chieko Maclean, CPA. 5000 Bridgeport Way W. University Place, WA 98467. Our Products and Services. Rolling over your 401k. Accounting and Tax Services. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate.

4

Glossary | Eric Maclean, ChFC®, CLU®

http://www.macleanwealthplanning.com/tools/glossary

Eric Maclean, ChFC. Chieko Maclean, CPA. 5000 Bridgeport Way W. University Place, WA 98467. Our Products and Services. Rolling over your 401k. Accounting and Tax Services. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial ...

5

Some Useful Links

http://www.macleanwealthplanning.com/p/some-useful-links

Eric Maclean, ChFC. Chieko Maclean, CPA. 5000 Bridgeport Way W. University Place, WA 98467. Our Products and Services. Rolling over your 401k. Accounting and Tax Services. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Check the background of your financial professional on FINRA's BrokerCheck.

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