Mainstay Capital Management

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:30 am - 5:30 pm

Tomorrow: 8:30 am - 5:30 pm

24 Years

in Business

Accredited

Business

(866) 444-6246Call Visit WebsiteVisit Website Map & DirectionsDirections10775 S Saginaw St Building C, Suite FGrand Blanc, MI 48439 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Places Near Grand Blanc with Investment Management

Atlas (9 miles)
Flint (9 miles)
Rankin (9 miles)
Burton (10 miles)
Goodrich (11 miles)
Flint Township (13 miles)
Davison (15 miles)

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Email

BBB Rating

Extra Phones

Fax Number: (810) 953-5514

Phone: (810) 953-5510

Phone: (810) 953-5512

Payment method

cash, check

AKA

Mainstay Capital Management, LLC

Other Link

http://www.mainstaycapital.com

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Categories

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

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Details

Phone: (866) 444-6246

Address: 10775 S Saginaw St Building C, Suite F, Grand Blanc, MI 48439

Website: http://www.mainstaycapital.com

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Mainstay Capital Management

Estate Taxes
Tax Services
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
Mainstay Capital Management offers comprehensive portfolio management solutions for your 401(k), 403(b), IRA, annuity, non-retirement, and other investment accounts. After a client interview, Mainstay will develop and manage a portfolio designed to meet your specific needs. Whether you have a long-term time horizon and are looking to maximize gains, would like to generate current income and minimize volatility, or are somewhere in between, our team will manage your portfolio and handle all of the day-to-day investment decisions.
Mutual Funds
Investing is much more complicated today than it was several years ago. The variety of mutual funds, ETFs, stocks, bonds, and international securities continues to grow. With so many choices and increasingly volatile financial markets, it has become more difficult for individual investors to monitor their own portfolios and make timely investment decisions. However, the decisions an investor makes today and in the future can significantly affect his or her long-term financial security.
Wealth Management
Mainstay Capital Management is a full service wealth manager. We provide comprehensive financial planning as well as management of your 401(k), 403(b), IRA, and non-retirement accounts. In fact, we specialize in the management of workplace savings plan accounts as part of our overall wealth management solution.

Accounting Services
Payroll Services

Financial Planning
“2023 Financial Advisor magazine RIA Survey & Ranking” comes from Financial Advisor magazine (“FA”), a publication and online website covering the investment advisory industry, which surveys and publishes an annual list of independent registered investment advisors, ranked by assets under management. Mainstay Capital Management, LLC (“Mainstay”) is not affiliated with FA. FA's RIA survey is based on assets under management at year end of independent RIA firms. FA's RIA ranking orders firms from largest to smallest, based on AUM reported to them by firms that voluntarily complete and submit FA's survey by a certain deadline. FA states that they “...do our best to verify AUM by reviewing ADV forms.” To be eligible to participate, firms must be independent registered investment advisors, filing their own ADV with the SEC, and provide financial planning and related services to individual investors. Firms must have at least $500 million in assets under management as of December 31, 2022, to be included in the print edition of FA's 2023 RIA survey. Firms with under $500 million will be included in FA's expanded 2023 online RIA survey. FA magazine has not disclosed how many firms chose to participate. There was no direct compensation provided to be nominated for this award. The 2023 FA’s RIA Survey and Ranking appeared in the 2023 July/August issue of Financial Advisor magazine.
Retirement Planning
Most pensions are insured by the Pension Benefit Guaranty Corporation (PBGC). The PBGC insures the retirement benefits of around 31 million American workers in around 24,500 pension plans. The single-employer program protects around 20.6 million of these American workers.
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 asset allocation, account balances, and portfolio performance over multiple time horizons.

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