Planning Update: Roth IRA vs. traditional IRA

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

  • A Roth IRA vs. 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 401k
  • IRAs for Philanthropy and Legacy
  • “Back Door Contributions”

Listen now on Apple Podcasts or Spotify.

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