EP 229: Maximizing Wealth: Strategies for Inherited IRAs

In this episode of the Trust the Plan Podcast, we delve into a topic that's frequently raised by our clients: navigating inherited IRAs. Join our hosts, Nick Hopwood, CFP® and Jim Pilat, CFP® as they expertly guide us through the intricacies of inherited individual retirement accounts (IRAs) and share invaluable strategies for mitigating taxes associated with them.

Inherited IRAs present unique challenges and opportunities, often requiring careful planning and informed decision-making. Nick and Jim draw upon their extensive experience and deep understanding of financial planning to unravel the complexities surrounding inherited IRAs, offering actionable insights tailored to our listeners.

Don't miss this insightful conversation on Trust the Plan as we equip you with the knowledge and tools necessary to navigate inherited IRAs effectively and trust the plan for a secure financial future.

—

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.

Stay Connected With Us:

Podbean: findingtruewealth.podbean.com

YouTube: / @peakwealthmgmt

Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

Facebook: Facebook.com/PeakWealthManagement

Twitter: Twitter.com/nhopwood1

www.peakwm.com