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The Pallas Perspective - Planning Strategies for Savings and Retirement
Pallas Planning Team members James Landry, ChFC® and Shannon Smith, CFP, AWMA, discuss 401ks, Roth IRAs and what the story is with recent changes.
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By Pallas Capital AdvisorsPallas Planning Team members James Landry, ChFC® and Shannon Smith, CFP, AWMA, discuss 401ks, Roth IRAs and what the story is with recent changes.