March 17, 2017

Leaving a Legacy

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

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.

Click here to download “Life Insurance vs. Roth IRAs.”

To learn more about maximizing your financial legacy, contact our office at 703-466-0477 to schedule a meeting.

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

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

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

Investment advisory services offered through AMJ Financial Wealth Management LLC

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