Securing your financial future is rarely as simple as just deciding to save. You also have to choose how and where to invest your money. This is where retirement plans enter the picture. From individual IRAs and 401(k) plan options to more specialized strategies like a non-qualified deferred compensation plan, each route offers unique benefits […]
Deferred Compensation Plan vs. 401(K): What’s The Difference? Read More »
Many companies go beyond just salaries and bonuses to keep top executives motivated. Supplemental executive retirement plans (SERPs) provide additional, tailored benefits that help keep leaders engaged while planning for the future. This guide will walk you through the basics of a SERP, including what they are, how they function, and why businesses implement
Supplemental Executive Retirement Plan (SERP) 101 Guide Read More »
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
Retirement Plan Rollovers – 101 Read More »
At AP Wealth, we understand the challenges you face as a business owner. We recognize that your business and personal finances can be tightly meshed. Early on, small business owners often invest their profits back into the business to pay for capital expenditures and build working capital. In this building stage, there is often no
Retirement Plans for Small Business Owners Read More »
Getting your affairs in order before you die is not a pleasant topic to think about, or discuss for that matter. But, it’s a vital part of your legacy. Preparing your estate ahead of time will help your loved ones follow your wishes and minimize disagreements and confusion after you are gone. At AP Wealth
Getting Your Estate Plan Ready for Retirement Read More »
Retirement savings accounts known as SEP IRAs have distinct advantages A simplified employee pension (SEP) IRA is a retirement savings plan established by employers—including self-employed people—for the benefit of their employees and themselves. Employers may make tax-deductible contributions on behalf of eligible employees to their SEP IRAs. SEPs are something worth considering because they are
My Favorite Type of Retirement Plan for Sole Proprietors Read More »
10 Things to Consider When Planning to Transition into Retirement
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