Joe F. Schmitz Jr., CFP®, ChFC®

Joe F. Schmitz Jr., CFP®, ChFC®

Founder, Peak Retirement Planning

As owner of Peak Retirement Planning, Joe Schmitz Jr. specializes in comprehensive retirement planning. Joe focuses on helping clients grow and preserve their wealth. Through tax-efficient strategies, Social Security optimization and proactive health care planning, Joe helps clients feel confident in their financial future and the legacy they leave behind. 
Joe graduated with a Bachelor of Science in finance and financial planning from Mount Vernon Nazarene University, where he played basketball and ran track. He has lived near Columbus his entire life.
When Joe is not in the office, you can find him running, hiking, biking or reading. He also enjoys traveling and spending time with family and friends.

Phone: 614.500.4121 | Email: joe@peakretirementplanning.com | Website: www.peakretirementplanning.com

2 Alternatives to Required Minimum Distributions
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required minimum distributions (RMDs)

2 Alternatives to Required Minimum Distributions

Retirees can save money and stress with these two simple alternatives to RMDs.
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I Love Roth IRAs and Roth Conversions!
Cash is arranged to form a heart shape.
Roth IRAs

I Love Roth IRAs and Roth Conversions!

Roth IRAs truly are a gift from the government, but many people haven’t taken Uncle Sam up on them. Now is a great time to do just that. Here’s why.
April 17, 2022