Join Nick Hopwood, CFP® and Preston Gee of Peak Wealth Management as they discuss how to diversify retirement income sources with consideration to income tax and increasing medicare premiums. What are the things you need to consider as you make portfolio withdrawals? They discuss this and more today.
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.