Business
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. — 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 Confidence.