Kyle McClain

Retirement, Investing, Taxes
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“Kyle McClain serves as the Financial Planning Manager for Rhame & Gorrell Wealth Management and is a member of the Investment Committee.”
Firm:

Rhame & Gorrell Wealth Management

Job Title:

Financial Planning Manager

Biography:

At Rhame & Gorrell Wealth Management, Kyle McClain oversees Financial Planning operations, interfaces with clients, and serves on the Investment Committee. In his role as Financial Planning Manager, Kyle works closely with clients as part of an interdisciplinary team of investment and financial planning professionals. He coordinates ongoing financial planning initiatives and facilitates communication between clients and the advisory and investment teams.

Prior to joining RG Wealth, Kyle spent time with Fidelity Institutional Asset Management as an Investment Consultant and with Merrill Lynch as a Wealth Advisor. He graduated Magna Cum Laude with a dual degree in Finance and Economics from the University of Alabama. He also completed his Certified Financial Planner, CFP® program at Texas A&M University in the Spring of 2018.

Education:

BS, Finance, Economics, The University of Alabama
Certified Financial Planner Program, Texas A&M University

CRD Number:

6528254

Insurance License:

#2142223

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Can my wife rollover her 401(k) to an IRA before she is 59.5 years old, even though has a disability retirement account?
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The answer to this question is largely dependent on some other factors, including the level of disability, plans for the IRA funds, and more. Has your wife separated from service at her company? All of these are factors that will affect the answer to this one. Feel free to contact us for a no-obligation consultation.

3 weeks ago
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Given the sum I am inheriting, and the pension and Social Security I am eligible for, can I afford to buy a house for $950,000?
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3 weeks ago