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

from The Pallas Perspective · host Freelance Imaging

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

Episode metadata supplied by the publisher feed · Published Jun 29, 2022

Embed this episode

Attribution link and audio player

Ready to play

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

0:00 25:38

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Pallas Perspective?

This episode is 25 minutes long.

When was this The Pallas Perspective episode published?

This episode was published on June 29, 2022.

Can I download this The Pallas Perspective episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!