Tag: estate inclusion

Choose the Best Tools for Your Legacy: Roth IRAs and Life Insurance

Written by Chris Robinson on September 8, 2025. Posted in Ed Slott's IRA Corner, Estate.

When it comes to crafting a meaningful and tax-efficient legacy for your loved ones, Roth IRAs and life insurance policies...

contribution flexibility, estate inclusion, income requirements, no one size fits all, tax implications, timing of benefit

Life Insurance vs. Roth IRAs: Which is Best for Your Wealth Transfer?

Written by Chris Robinson on September 10, 2024. Posted in Ed Slott's IRA Corner, Estate.

Are you concerned about providing financial support and also wealth transfer for your loved ones when you pass away? Both...

contribution limits. required minimum distributions, estate inclusion, Life Insurance vs. Roth IRA, tax benefits, Wealth Transfer

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