Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Families can make a tax-free rollover from 529 plans to Roth Individual retirement accounts starting in 2024. In this episode, Nick Hopwood, CFP® and Preston Gee, Peak wealth advisor, discuss the provision that has been included in the $1.7 trillion government funding package that lets savers roll the money free of income tax or tax penalties.
—
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.
EP 130: Social Security Deficiency
EP 129: College Is A Business Decision
EP 128: The Value of Working With a Financial Planner
EP 127: Traditional Brokerage Fees
EP 126: Mr. Roth Part II
EP 125: Mr. Roth
EP 124: Real Estate Evictions
EP 123: Not Your Average Financial Plan
EP 122: Chatting with New Peak Intern, Adam Roberts
EP 121: Getting to Know Preston Gee: Client Relationship Manager
EP 120: Getting a Job in Retirement
EP 119: Realistic Retirement Expectations
EP 118: Backdoor Roths & Roth Conversions
EP 117: Our Thoughts on Bitcoin
EP 116: 9 Categories of Martin Short
EP 115: What to Expect: Second House & Moving Expenses
EP 114: Stock Trading & Investing with Robinhood
EP 113: Where’s Your Money Going?
EP 112: Real Estate Investing With Katie Nolff
EP 111: Low Interest Rates
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast