Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management talk about how families who are saving for education in 529 plans are now allowed to roll over unused funds from those accounts into Roth individual retirement accounts (IRA) without incurring tax penalties. There are a few limitations to the new rollover measure - Join our conversation to learn everything you need to know about planning for your child's financial future!
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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 With Peace of Mind.
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www.peakwm.com
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