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.
Tax & Estate Planning
What Taxes Will You Owe on a Roth Conversion?
A Roth conversion creates a current tax event by moving money from a pre-tax retirement account into a Roth account. The resulting tax bill isn’t ...
Retirement Planning
401(k) and Roth Planning: How to Make Better Retirement Account Decisions
Your 401(k) is probably the backbone of your retirement savings, but the decisions around it keep changing as you go. How much to put in, ...
Financial Planning
How to Transfer Your Financial Accounts When Moving to Georgia
Moving is already chaotic enough: there are boxes strewn everywhere, a long list of new to-dos, and a hundred little things to organize. You don’t ...
Financial Planning
Should You Work with a Local Advisor After Relocating to Augusta?
Relocating to Augusta is exciting, and it also resets a surprising number of financial details behind the scenes. You are not just changing your address; ...
Retirement Planning
Can I Retire Early from SRNS? What to Know About Age, Service, and Benefits
For many Savannah River Nuclear Solutions (SRNS) employees, early retirement is appealing because it creates more freedom before traditional retirement milestones arrive. The challenge is ...
