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

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

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

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(100)

Voices of Leadership featuring Michelle Palomera

Voices of Leadership featuring Michelle Palomera

Join Pallas' Cam Newton, CFA, VP and Portfolio Manager as she discusses leadership with Michelle Palomera.

10 Syys 19min

The State of the Markets: Key Developments and the Outlook Ahead

The State of the Markets: Key Developments and the Outlook Ahead

Pallas Senior Executives Steve Kylander, Senior Portfolio Manager and Rich Mullen, Founding Partner and Chief Executive Officer, discuss the state of the markets and what to expect in coming quarters.

3 Elo 23min

Voices of Leadership with Lani Kane-Hanan

Voices of Leadership with Lani Kane-Hanan

Join Pallas Vice President and Portfolio Manager Cam Newton as she speaks with Lani Kane-Hanan about the path to Leadership in the world of Hospitality and Business.

24 Heinä 35min

Voices of Leadership featuring Emmanuel Trinity

Voices of Leadership featuring Emmanuel Trinity

Pallas Managing Director Andrew Krout speaks with Emmanuel Trinity, Founder and Chief Job Creator of ERA92 Group.

11 Kesä 26min

War, Markets and Uncertainty

War, Markets and Uncertainty

Pallas' Steve Kylander, Senior Portfolio Manager, and Todd Vandam, Senior Investment Strategist, speak with Dominick Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets at Fiera C...

28 Maalis 22min

Women, Wealth & Strategy:  A Framework for Financial Empowerment

Women, Wealth & Strategy: A Framework for Financial Empowerment

Join Shannon Smith, Director of Planning and Client Experience, and Cam Newton, Vice President and Portfolio Manager, for this special women, wealth and empowerment episode of the Pallas Perspective.

25 Maalis 15min

Market Insights: 2025 Recap & 2026 Outlook

Market Insights: 2025 Recap & 2026 Outlook

Join Rich Mullen, Founder and CEO, and Steve Kylander, Senior Portfolio Manager, as they provide a recap of 2025 and their outlook for 2026.

22 Tammi 23min

Pallas Managing Director Andrew Krout speaks with Phil Huber, Managing Director at Cliffwater

Pallas Managing Director Andrew Krout speaks with Phil Huber, Managing Director at Cliffwater

Pallas Managing Director Andrew Krout speaks with Phil Huber, Managing Director and head of portfolio solutions at Cliffwater on current economic conditions.

9 Joulu 202541min

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