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Navigating Savannah River Nuclear Solutions (SRNS) 401(k) and Savings Plan Rollover

Navigating Savannah River Nuclear Solutions (SRNS) 401(k) and Savings Plan Rollover

Retiring from SRNS or stepping into a new role creates decisions around your retirement accounts. The direction you choose can shape how your finances feel, how much control you have over investments, and how flexible your setup stays as your plans evolve. A clear plan makes the transition smooth and keeps you in control of […]

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Georgia Pass Through Tax

Georgia Pass-Through Entity Tax: What You Need To Know

  Although running a business in Georgia involves making decisions about various taxes, from standard filings to potential entity-level options, one approach you may consider is Georgia’s pass-through entity tax (PTET).  Choosing this route can shift how certain owners fulfill their state tax obligations. This post illustrates how Georgia’s PTET works, who might benefit, and

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AP Wealth Management - intern

Story of an Intern

by William Helfgott​ During my internship at AP wealth, I saw the interworkings of the group as a whole, the process, and the positive results that AP Wealth tries to bring to fruition daily. Here are the top 5 lessons and things I learned in the office. I’ll start by saying, I have been working

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Retirement Plan Rollovers - 101

Retirement Plan Rollovers 101

Do you have an old retirement plan? Is it still with your previous employer? Or has your company just been purchased / merged, and the new company has a new plan? Each year many people face this situation. So, what should you do with your old retirement plan? You will typically have the option to

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10 Things to Consider When Planning to Transition into Retirement

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