Wednesday Oct 25, 2023
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.
Wednesday Oct 25, 2023
Pallas Planning Team members James Landry, ChFC® and Shannon Smith, CFP, AWMA, discuss 401ks, Roth IRAs and what the story is with recent changes.