Knowing your loved ones have financial support upon your passing helps provide peace of mind. With this in mind, many people use life insurance policies and Roth IRAs to provide income to loved ones and to leave an inheritance. Although both are effective wealth transfer tools, there are several differences between the two, especially in light of recent changes with SECURE Act and SECURE 2.0.

There is no one-size-fits-all solution for determining the best option for your legacy. Learn about the three main differences between these retirement planning vehicles to help make an informed decision by downloading “Leaving a Legacy: Life Insurance vs. Roth IRAs.”

For professional assistance with maximizing your legacy and strategies to plan for larger inheritances with
more control and less tax, contact our office at to schedule a time for a visit.