Roth IRA

Why A Roth IRA Is A Great Addition To Your Estate Plan

  estate planning, Roth IRA
Estate planning is essential for executing your final wishes efficiently and meaningfully. And while wills and trusts are standard tools, it’s possible to optimize accounts you already have to transfer wealth to loved ones effectively. By design, Roth IRAs are tax-efficient savings tools for retirement. But when combined with your greater estate planning goals, they…
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