EP 044: Retirement Funding Priorities
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - August 13, 2018 20:59 - 10 minutes - 9.46 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: EP 043: 2018 Peak Halftime Report with Ben Lavine
Next Episode: EP 045: Nash Equilibriums with Jim Pilat, AIF®
Often people will ask me how should they prioritize their retirement funding vehicles - should they should fund their Traditional 401k, Roth 401k, Traditional IRA or Roth IRA? What makes the most sense when it comes to contributing to retirement or tax-advantaged accounts? Listen in as Nick channels his inner CFP® and shares his thoughts.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.