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indirect rollover

What do I do with my indirect rollover distribution check?

Posted on March 27, 2020March 27, 2020 by Graham Wickham

So, you’ve decided an indirect rollover from your 401(k) is the right choice for you, and you have the distribution […]

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Posted in Financial Tagged 401k, financial advisor, indirect rollover, IRA, retirement planning, wealth management

Do I Pay Taxes When I Rollover a 401(k) to an IRA?

Posted on August 30, 2019August 30, 2019 by Jeremy Cronemeyer

If you participate in your company’s 401(k) plan, managing your retirement savings when you change jobs is one of the […]

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Posted in Financial Tagged 401k, direct rollover, financial planning, indirect rollover, IRA, new job, retirement plan, retirement planning, rollover, Roth IRA, taxes, traditional IRA, trustee-to-trustee, wealth management
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DBA Wickham Financial Group, Inc – The Wickham Agency, Inc – Wickham Taurus Group, LLC

Wickham Financial Group, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Wickham Financial Group, Inc. and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wickham Financial Group, Inc. unless a client service agreement is in place.

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