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Why the Time is Now for Roth Conversions

We have all heard and agree that the Roth IRA can be a valuable strategy for retirement, considering the future tax-free withdrawals. The tax-free withdrawals require you to have reached the age of 59 ½ and held the account for five years or more. In the past, we talked about one strategy of converting money […]

Empowered Kids

One of our mission stated goals is to empower our clients on a path to secure their own financially confident future. For that reason, we regularly host educational events that provide a variety of life and financial tools to help our clients and guests relieve the anxiety around financial planning. The event feedback has been […]

Career Opportunity – Associate Financial Advisor

At APCM Wealth Management for Individuals (AWMI), we are a team of smart, driven and capable professionals who enjoy autonomy and flexibility due to the respect we have for each other. Together we approach our work of defining team goals, and the tasks to achieve them, with energy and passion. Individuals’ strengths and interests are […]

Welcome our newest team member – Krista Dennison

Krista Dennison is the newest member of our client service team.  She will be working with Mary Kate Herndon, double-checking the check boxes and submitting forms so that our clients’ financial plans are implemented smoothly.   I was born in Anchorage, not far from the ACPM office where I have now been working since January. […]

Welcome our newest team member – Travis Gularte

My name is Travis Gularte and I am a lifelong Alaskan. Born and raised in Anchorage I come from a long line of proud Alaska Natives including Elizabeth Peratrovich who is credited with passing Alaska’s Anti-Discrimination Act of 1945, the first anti-discrimination law in the United States. I have 3 beautiful children who keep me […]

A QCD for your RMD

With the passage of the Tax Cuts and Jobs Act of 2017, we thought it timely to remind our readers of the Qualified Charitable Distribution (QCD) option available to those individuals that are 70½ or older. If you have charitable intentions, this option may be even more favorable under the tax reform bill. As always, […]

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