Gene McManus

The Briefing - Financial Perspective

The Briefing | Intergenerational Planning (May 2022)

Intergenerational Planning (May 2022)   Recently, we hosted The Briefing at our office held in our newly renovated space upstairs – The Treehouse. The discussion centered on Intergenerational Planning and was led by our partners, Clayton Quamme & Gene McManus. They discussed estate planning, the 10-year RMD rule, ROTH conversions, and more.       …

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My favorite type of retirement plan for sole proprietors

My favorite type of retirement plan for sole proprietors       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 …

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AP Wealth Management Team

Quarterly Newsletter – October 2021

Quarterly Newsletter – October 2021   We’re pleased to announce that current team members, Tom O’Gorman, MBA, and Clayton Quamme, CFP® are now officially partners and shareholders in our wealth management firm, AP Wealth Management.   As many of you know, Pat and I have been partners for some time now. Tom and Clayton have over time demonstrated …

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10 Things to Consider When Planning to Transition into Retirement

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