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retirement plan

How Much Income Do I Need After Retiring?

Posted on December 29, 2020December 29, 2020 by Graham Wickham

When you plan for retirement – which is hopefully long before you’re thinking about actually retiring – the biggest question […]

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Posted in Financial Tagged financial advisor, financial planner, inflation, retirement goals, retirement income, retirement plan, Wickham Financial

What is a SIMPLE IRA?

Posted on October 30, 2019October 30, 2019 by Graham Wickham

Offering a retirement savings plan is a great perk to attract top-notch talent. But for many small business owners, the […]

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Posted in Financial Tagged 401 k, 401 k plan, 401k, 401k plan, financial advisor, financial planning, IRA, retirement plan, retirement planning, SEP IRA, simple ira, wealth management

What is a Solo 401(k)?

Posted on September 25, 2019September 25, 2019 by Graham Wickham

The one-participant 401(k), also known as a Solo 401(k), Solo-K or Uni-K, is a great option for self-employed individuals to […]

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Posted in Financial Tagged 401k, financial planning, one-participant 401(k), retirement plan, retirement savings, solo 401(k), solo-k, uni-k, 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

Can I Leave My 401k with My Old Employer?

Posted on August 14, 2019August 14, 2019 by Jeremy Cronemeyer

What to do with your retirement savings is one of the biggest decisions you have to make when changing jobs. […]

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Posted in Financial Tagged 401k, 401k rollover, changing jobs, financial planning, new job, retirement plan, retirement savings, roll over 401k, transfer 401k, wealth management

How a 401(k) Plan Can Attract the Best Employees

Posted on July 31, 2019July 31, 2019 by Jeremy Cronemeyer

In today’s job market, top talent knows the value they bring to employers, and one of the best ways to […]

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Posted in Financial Tagged 401k, employee, employee retainment, employer, financial planning, job security, retirement plan, wealth management

How to Set Up a 401(k) for My Company

Posted on July 17, 2019July 17, 2019 by Jeremy Cronemeyer

Offering a 401(k) retirement plan has a number of benefits for both business owners and employees. With a little research, […]

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Posted in Financial Tagged 401k, automatic enrollment, benefits, features, financial planning, requirements, retirement plan, safe harbor, set up 401k, simple, trust, vesting, wealth management

What to Consider Before Cashing Out Your 401(k)

Posted on June 27, 2019June 27, 2019 by Jeremy Cronemeyer

When changing jobs, cashing out your 401(k) is one of the options available to you. For most people, this is […]

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Posted in Financial Tagged 401k, cash out, cashing out 401(k), financial goals, financial planning, retirement, retirement plan, wealth management
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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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Wickham Financial & Insurance Services
331 Washington Ave
Marietta, GA 30060
770-424-8711

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