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Leaving a Legacy: Life Insurance vs. Roth IRAs

Leaving a Legacy: Life Insurance vs. Roth IRAs

When considering the best way to leave your loved ones an inheritance, it’s important to be aware of the options available to you.

While life insurance is a well-known option, Roth IRAs can be effective as well. Both can provide a tax-free legacy, but you should know the different rules surrounding them before choosing one or the other.

To learn about the three differences between life insurance and Roth IRAs, click here to download “Leaving a Legacy: Life Insurance vs. Roth IRAs.”

For professional assistance with maximizing your legacy, contact our office at 703-466-0477 to schedule a time for a visit.

 

Securities offered through Triad Advisors, LLC, Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC

 

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