Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®


EP 208: Next Level Investing: Mega Backdoor Roths

December 26, 2023

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