Main Stay Capital Management

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Tomorrow: 8:00 am - 5:00 pm

15 Years

in Business

(248) 740-0755

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Map & Directions100 E Big Beaver RdTroy, MI 48083 Write a Review

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Hours

Regular Hours

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

Places Near Troy with Investment Management

Birmingham (6 miles)
Royal Oak (8 miles)
Bloomfield Hills (9 miles)
Madison Heights (9 miles)
Sterling Heights (10 miles)
Southfield (12 miles)
Oak Park (12 miles)
Rochester (13 miles)
Warren (13 miles)
Pontiac (15 miles)

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Extra Phones

Phone: (248) 817-6756

Phone: (248) 817-2027

Neighborhoods

Downtown Troy, Troy

Categories

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

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Details

Phone: (248) 740-0755

Address: 100 E Big Beaver Rd, Troy, MI 48083

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Main Stay Capital Management

Charitable Giving
Estate Taxes
Tax Services
And has completed the FINRA Series 65. She earned a Bachelors Degree at the University of Michigan. Lindsey obtained experience in tax preparation and financial services with Imber Tax Advisory Group.
Roth IRA
While there are no RMD rules governing Roth IRA distributions, the same is not true for Roth 401(k) assets. These rules apply in the same way as they do for traditional 401(k) assets, where you must start taking distributions at age 72. A strategy to avoid RMDs would be to roll the Roth 401(k) to a Roth IRA before age 72.
Income Tax
The most significant difference is the tax treatment of contributions and withdrawals. With a traditional 401(k), employee contributions go into the plan pre-tax and any distributions at retirement are considered taxable income. For the Roth 401(k) the reverse is true as contributions are made on an after-tax basis and the distributions are made free of any federal income tax.

Investment Management
® ), and has completed the FINRA Series 6, 63, and 65. He earned a MBA at the University of Dayton and has over twenty-five years of experience in the areas of research, securities analysis, operations, and portfolio management.
Mutual Funds
All material presented is compiled from sources believed reliable, but the accuracy and completeness, and the opinions based thereon, are not guaranteed. Mainstay Capital Management’s opinion of the financial markets, general investment strategy, or particular investments or recommendations to clients may change at any time. The particular investments mentioned do not represent all of the securities bought, sold, or recommended for advisory clients and recommendations may change at any time. It should not be assumed that investments in any mutual funds or other securities mentioned were or will be profitable. Also, it should not be assumed that investments or recommendations made in the future will be profitable or will equal the performance of the investments mentioned. The opinions expressed in this report do not constitute a buy or sell recommendation. A list of Mainstay's recommendations for the prior year period is available upon written request. Before investing in any mutual fund, an investor should read its prospectus and Statement of Additional Information carefully. Mainstay Capital Management does not render, nor is responsible for, legal or accounting advice.
Wealth Management
Engaging the services of Mainstay Capital Management can bring you the peace of mind that comes with knowing you've planned prudently for your future. We are committed to providing you with superior wealth management services. With a staff of Certified Financial Planners

Accounting Services
Payroll Services

Financial Planning
® ), and has completed the FINRA Series 7 and 66. He earned both a Bachelors Degree and a MBA at the University of Michigan. Hari has nearly a decade of financial planning experience. He has formerly held positions at Edward Jones, Citizens Investment Group, and Farmers Insurance as his own agency owner.
Retirement Planning
Most pensions are insured by the Pension Benefit Guaranty Corporation (PBGC). The PBGC insures the retirement benefits of around 40 million American workers in around 23,400 pension plans. The single-employer program protects around 30 million of these American workers and around 22,000 of these pension plans.
Annuities
As well as managing IRAs, annuities, and non-retirement accounts, Mainstay Capital Management specializes in the management of 401(k) and 403(b) participants' individual accounts. Click below for more information on your plan...
Long Term Care
Asset Management
Detailed, easy-to-read quarterly statements showing your account asset allocation, balances, growth, and projections of potential future account growth which will supplement statements you currently receive from your 401(k), 457, or 403(b) plan provider.

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