EP 274: Retirement Planning Smart: Roth Conversions with Peak Wealth

In a recent episode of the Trust the Plan Podcast, Nick Hopwood, CFP®, and Jim Pilat, CFP®, of Peak Wealth Management, delve into the strategic decision of Roth conversions in retirement planning. They present a case study comparing the financial outcomes of converting traditional IRA funds to Roth IRAs versus maintaining the traditional structure. Through detailed charts, they illustrate how Roth conversions can potentially reduce future tax liabilities and provide tax-free income in retirement. 

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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.

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