Download - EP 118: Backdoor Roths & Roth Conversions

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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Business:Investing

EP 118: Backdoor Roths & Roth Conversions

2021-05-11

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In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the benefits of having multiple buckets of retirement money — and how more people need to take advantage of the backdoor Roth IRA & Roth conversions. Learn more to see how these options can work for you.

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.