Nick Hopwood, Now is the time for tax planning - WSJ article on Roth conversions
The Steve Gruber Show

Nick Hopwood, Now is the time for tax planning - WSJ article on Roth conversions

2024-12-09

Nick Hopwood, Founder and President at Peak Wealth. Nick has been in the business for over 25 years and founded Peak Wealth 10 years ago, where he leads a team of CFP’s.

 

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