The LEARNING library

Life Insurance vs. Roth IRAs

There is one thing we can all agree on: 2020 isn’t the year we hoped it would be. We also realize that this year’s pandemic has forced many of you to revisit your estate planning, which might not have been at the top of your New Year’s Resolution list. A hot topic regarding estate planning and retirement saving is life insurance vs. Roth IRAs.

Both life insurance and Roth IRAs have something in common: they are wealth transfer tools that help facilitate an efficient transfer of assets from one generation to the next and can provide a tax-free legacy. And yet, they are very different because they play by different rules.

Today, Dennis and Heidi will give you three important differences between the two along with tips on how to investigate both!