<p>Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, to discuss:</p>
<ul><li>A Roth IRA versus a traditional IRA
<ul><li>Conversion and Contribution of IRAs</li>
</ul>
</li>
<li>What is the Five Year Rule?</li>
<li>The tax impact of removing money from a Roth or traditional IRA</li>
<li>Roth IRAs and 401ks</li>
<li>IRAs for Philanthropy and Legacy</li>
<li>"Back Door Contributions" - pluses and minuses</li>
</ul>

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

<p>Pallas Capital Advisors COO &amp; Director of Planning, James Landry, ChFC, is joined by Director of Planning &amp; Client Development, Shannon Smith, CFP, AWMA, to discuss:</p>
<ul><li>A Roth IRA versus a traditional IRA
<ul><li>Conversion and Contribution of IRAs</li>
</ul>
</li>
<li>What is the Five Year Rule?</li>
<li>The tax impact of removing money from a Roth or traditional IRA</li>
<li>Roth IRAs and 401ks</li>
<li>IRAs for Philanthropy and Legacy</li>
<li>"Back Door Contributions" - pluses and minuses</li>
</ul>

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

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

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