Welcome to the AP Wealth Management Blog
Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.
Retirement Planning
Understanding Cash Balance Plans For S-Corps
Standard retirement savings vehicles often fall short of what’s possible or needed for S-Corporation owners with high and stable incomes. While 401(k)s and SEP IRAs ...
Retirement Planning
Can A Trust Be A Beneficiary Of A 401(K) Plan?
Deciding what happens to your 401(k) after you’re gone is more involved than many people realize. Unlike other assets that pass through a will, retirement ...
Retirement Planning
Age-Weighted Profit-Sharing Plan: A 101 Guide
Building a strong financial future often involves choosing a retirement plan that adapts to varied goals. Although some people prefer uniform contributions, others favor something ...
Financial Planning
Georgia Gift Tax: What You Need To Know
When it comes down to considering how to pass down wealth, it’s worthwhile to think about the potential impact of gift taxes on your long-term ...
Retirement Planning
South Carolina Taxes On Retirees
Between the scenic coastlines, mild winters, and a welcoming culture, South Carolina has become a favorite among retirees seeking a laid-back lifestyle. Beyond its natural ...
