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.
To learn more about maximizing your financial legacy, contact our office at (877) 714-2362 to schedule a meeting.