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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 208: Next Level Investing: Mega Backdoor Roths
Description: In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management dive into the benefits of Mega Backdoor Roths. This kind of Roth takes investing to the next level — It enables you to take the after-tax dollars you contribute and roll them into a Roth IRA. Get ahead of the game for your finances in 2024 — This is an episode you won't want to miss!Â
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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...