The Iran war and your portfolio: 7 things those nearing retirement need to know now

Markets continue to see swings during the conflict in the Middle East ...

In HelloNation, Wealth Management Professionals Joe Thieman & Seth Mayberry Discuss Whether to Roll Over a 401(k)

Should you roll over a 401(k) when you retire in San Angelo, TX? HelloNation has published the answer in an article, featuring insights from Joe Thieman and Seth Mayberry of Thieman Investments. The ...

Uhlmann Price Securities Bolsters Retirement Plan Services with Appointment of Matthew Barbera as Head of 401K Advisory Services

Uhlmann Price Securities is proud to announce the appointment of Matthew Barbera as Senior Vice President of 401(k) and Retirement Plan Services. With a career spanning more than 25 years, Barbera ...
MarketWatch

‘What’s the most important step?’ I’m 69 next month — and want to retire at 70. But that just gives me 1 year to plan.

Question: “I’m turning 69 next month and want to retire when I’m 70. What’s the most important step I need to take? Knowing I have a year to plan, what should I be doing to prepare for a successful ...
MarketWatch

‘Reluctant.’ I have $900K in my retirement plan. I want to convert part of it to a Roth, but I can’t get a financial planner to do it. What’s up?

Question: “We have $900,000 in a TSP [Thrift Savings Plan, retirement plans for government workers and military]. We’d like to convert a portion to a Roth. It seems like financial planners are ...

One of New York's Leading Retirement Planning Advisors Announces Free Public Seminar Series on Tax Reduction Strategies for Retirees

Jeff Trombetta, CFP (R), CIMA (R), CRPC (R), is a nationally recognized financial educator, author, speaker and retirement advisor. He has counselled business owners, professionals, corporate ...
MarketWatch

I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move?

Question: “I am 59 ½ and have $800,000 rolled over from my previous employer to a Roth. I also switched my future 401(k) employee contributions three years ago to a 401(k) Roth, which now has about ...