EP 208: Next Level Investing: Mega Backdoor Roths

EP 208: Next Level Investing: Mega Backdoor Roths

| December 26, 2023

EP 208: Next Level Investing: Mega Backdoor Roths

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! 

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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