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Roth IRA

Is a Roth IRA Conversion for me?

Posted on December 18, 2019December 18, 2019 by Graham Wickham

When retirement funds are transferred from a traditional IRA or 401(k) into a Roth account, the event is called a […]

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Posted in Blog, Financial Tagged 401 k, 401(k) 401k 401 k, financial advisor, IRA, retirement planning, Roth IRA, roth ira conversion, traditional IRA, wealth management

What is a 403(b) Plan and is it Right for Me?

Posted on September 12, 2019September 12, 2019 by Graham Wickham

Retirement savings is a popular topic and most people are familiar with retirement savings plans such as 401(k)s and individual […]

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Posted in Blog, Financial Tagged 401(b) plan, 401k, 403b, 403b plan, financial planning, IRA, retirement, retirement savings, Roth IRA, traditional IRA, 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 Blog, 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

Should I Roll Over My 401(k) to a Roth IRA?

Posted on June 18, 2019June 18, 2019 by Jeremy Cronemeyer

Changing jobs offers you the opportunity to make changes to your retirement savings plan. If you are looking for more […]

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Posted in Blog, Financial Tagged 401k, financial planning, retirement, retirement savings, roll over 401k, Roth IRA, traditional IRA, wealth management

401(k) Investing – The Wickham Approach to Financial Advising

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

On the surface, investing in your 401(k) plan seems straightforward. But once you look more closely at your company’s 401(k) […]

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Posted in Blog, Financial Tagged 401k, age, atlanta, financial advising, financial goals, financial planning, goals, IRA, retirement, risk tolerance, Roth IRA, wealth management

Upcoming Education Course by Graham S. Wickham

Posted on February 28, 2011 by Graham Wickham

  We are pleased to announce that we will be offering two education classes about retirement planning this March! For more […]

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Posted in Financial Tagged Annuities, bonds, comparing life insurance, Education classes, estate taxes, Insurance, IRA, Life Insurance, long term care, mutual funds, Retirement Plans, Roth IRA, Social Security, stocks, taxes
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Recent News

How Much Income Do I Need After Retiring?

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

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Now or Later?: The Best Age to Retire

Delayed gratification – putting off an immediate reward for the promise of a bigger reward later is a great way […]

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I’m Nowhere Near 65: Can I Really Retire?

A lot of things come around sooner than we like, be it Tax Day or a birthday. But early retirement? […]

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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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Wickham Financial & Insurance Services
331 Washington Ave
Marietta, GA 30060
770-424-8711

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