Monthly Archives: January 2018


3 Differences Between Roth IRAs and Life Insurance

By |2018-11-06T20:37:57+00:00January 23rd, 2018|Categories: Uncategorized|

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 they both can provide a tax-free legacy. Despite their similarities, Roth IRAs and life insurance are very different, and the rules that apply to one [...]

Happy Birthday Roth!

By |2018-11-06T21:22:15+00:00January 18th, 2018|Categories: Uncategorized|

Roth IRA’s turn 20 this month. In 1998, 20 years ago Congress, passed the Taxpayer Relief Act, creating the Roth IRA, named for Senator William Roth who sponsored the legislation. We all know that Roth’s are wonderful! We wish all our money were in Roth IRA’s or (cash value life insurance) so it can grow and [...]

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