25 min

Planning Update June 29th: A Roth IRA vs. a traditional IRA The Pallas Perspective

    • Careers

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, to discuss:

A Roth IRA versus a traditional IRA
Conversion and Contribution of IRAs


What is the Five Year Rule?
The tax impact of removing money from a Roth or traditional IRA
Roth IRAs and 401ks
IRAs for Philanthropy and Legacy
"Back Door Contributions" - pluses and minuses

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, to discuss:

A Roth IRA versus a traditional IRA
Conversion and Contribution of IRAs


What is the Five Year Rule?
The tax impact of removing money from a Roth or traditional IRA
Roth IRAs and 401ks
IRAs for Philanthropy and Legacy
"Back Door Contributions" - pluses and minuses

25 min