Basking Ridge, NJ- If you’re planning on leaving a legacy for your children, grandchildren, or loved ones, you may be wondering how to do so in the most tax-efficient way. Both life insurance and Roth IRAs allow you to transfer assets from one generation to the next, tax-free. However, as similar as these two vehicles are, they also have three very different rules and guidelines that are important to understand so that you can make the best choice for your family.

The 3 Differences Between Life Insurance and Roth IRAs.pdf

 

Please call our Basking Ridge office if WFP Tax Partners, LLC  can answer any questions on this article or any other challenging Tax Questions. walter@walterpardo.com . 877-714-2362.