UBC WEALTH MANAGEMENT LLC
CUTLER BAY, FLORIDA

Our philosophy At UBC Retirement Income Planning is to help retirees and people approaching retirement age achieve piece of mind by designing personalized retirement planning strategies for cautious investors.  Oscar Vega is the founder of UBC Retirement Income Planning, an independent retirement firm. With a history of 24 years, Oscar specializes in "Retirement Planning", "Retirement Distribution", "Estate Planning", and "Life Insurance". Oscar's focus is to minimize his clients taxes and increase their wealth. Working with clients of various financial backgrounds, he has attained an acute knowledge and perspective of his clients goals and objectives. We are committed to maintaining the highest standards of professionalism and integrity with our clients to help them reach their retirement goals. More than 15 million Americans currently have a 401(k) plan with an ex-employer. Are you one of them? Keeping your retirement on track when making career changes can be stressful. That's why we've created this video to help walk you through the most common strategies for handling 401(k) rollovers. These strategies can apply to pensions and other retirement savings plans as well. We specialize in helping individuals keep their retirement on track when making career changes or approaching retirement. If you have a 401(k) plan with an old employer and you need guidance, let us know. We want to help provide you with information you need to make the best decision for your retirement! This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.