Is your Retirement Portfolio a Tax Bomb? A Summer Article Series

That bomb has got to be defused so people can approach it without fear. -Jack Nicholson

In our second Summer Article Series, we are spotlighting David McClellan our friend and Partner at Forum.

This is the first article of a seven part series and each article is a designed to present information in a short one-two minute read.

We are always available to discuss any of the items in the following articles.

Please feel free to reach out to us at

If you would like to reach out to David, we have included his contact information below.

Article 1

David McClellan | Partner
phone 312.933.8823 | cell 312-933-8823
8300 Lime Creek Road
Volente, TX 78641

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