Tag: tax implications

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

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