Monthly Archives: June 2015

What’s the Difference? Life Insurance Vs. Roth IRA

Leaving a Legacy with Roth IRAs and Life Insurance Life insurance and Roth IRAs have a basic structure in common. They are both wealth transfer tools that help facilitate an effi cient transfer of assets from one generation to the next, and they both can provide a tax-free legacy. Despite their many similarities, Roth IRAs [...]

By | 2017-01-08T20:02:51+00:00 June 17th, 2015|Blog|0 Comments

Roth IRAs, Life Insurance Both Important to Retirement

Despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one don’t always apply to the other. Leaving a Legacy with Roth IRAs and Life Insurance Life insurance and Roth IRAs have a basic structure in common. They are both wealth transfer tools that help facilitate an [...]

By | 2017-01-08T20:29:37+00:00 June 3rd, 2015|Blog|0 Comments