Safe & Secure Solutions for Today’s Environment
McLean Tax Advisory Group, LLC. is an independent, family owned practice built on the core values of trust, integrity, competency, and service. Scott S McLean, founder, has been navigating retirees through smooth and turbulent waters since 1983. McLean Tax Advisory Group offers simple insurance solutions to the complex retirement challenges people can face. They develop tax and insurance strategies to address your personal needs and prevent future concerns, to ultimately cultivate lasting peace of mind.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Second marriages are a trigger event to revisit any existing estate strategies.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Tax preparation may be the perfect time to give the household budget a check-up.
Calculating your potential Social Security benefit is a three-step process.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Are you ready for retirement? Here are five words you should consider.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
Would you guess that Millennials are effectively saving for retirement? Well, they are.