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Leaving a Legacy -- 3 Differences Between Life Insurance and Roth IRAs

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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

 

 

 

 

 

 

The opinions expressed herein are the writer's alone, and do not reflect the opinions of TAPinto.net or anyone who works for TAPinto.net. TAPinto.net is not responsible for the accuracy of any of the information supplied by the writer. Click here to submit a Guest Column.

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