Skip to content

Already a client? Sign in to NetXInvestor

McClure Wealth on LinkedIn
McClure Wealth on X

Home
Business 401(k)s
Retirement Plans
Financial Planning
About
Insights

Month: April 2022

Top 5 Questions Your Plan Administrator Can’t Answer

By Ed McClure, CFP®, PPC® One common frustration we hear from both employers and employees relates to the inability to get answers to your…
Read on
Retirement Options for Self-Employed Individuals

By Ed McClure, CFP®, PPC® Retirement is inherently more complex if you are self-employed, simply because business owners have to consider a great number…
Read on

McClure Wealth Management

McClure Wealth is a San Diego financial advisor that helps business owners, individual savers and families make sure they are on track for their goals and retirement.

McClure Wealth on LinkedIn
McClure Wealth on X

Contact

701 Palomar Airport Road, Suite 125
Carlsbad, CA 92011

(760) 607-0611
[email protected]

Book a consultation

Retirement insights

Plan-design changes, contribution limits and deadlines that affect California employers — a few times a year, no more.

© McClure Wealth Management – 2026 Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment advisor. Member FINRA/SIPC. McClure Wealth Management and IFG are unaffiliated entities. Diversification does not ensure a profit or protect against loss in a declining market. McClure Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs. Registered for Securities in the following states: AZ, CA, FL, ID, MT, NC, OK, TX, WA. CA Insurance License #0B29274

The Information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.