Ed Slott's Leaving a Legacy 3 Differences Between Life Insurance and Roth IRAs

Ed Slott's Leaving a Legacy 3 Differences Between Life Insurance and Roth IRAs

May 06, 2024

Life insurance and Roth IRAs have a basic structure in common: they are both wealth transfer tools that help
facilitate an efficient transfer of assets from one generation to the next and can provide a tax-free legacy. Below, we discuss the three main differences between these two retirement planning vehicles. 

Three main differences here 


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