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Estate Plan

Estate Planning Using Roth IRA and Life Insurance

How to Build Your Estate Plan Using Roth IRAs and Life Insurance

March 24, 2021 by Bautis Financial

Both Roth IRAs and cash value life insurance policies offer compelling tax benefits for the right people. Life insurance and Roth IRAs have a lot in common. They are both often used as wealth transfer tools to help facilitate an efficient transfer of assets from one generation to the next. Despite their many similarities, however, …

Read moreHow to Build Your Estate Plan Using Roth IRAs and Life Insurance

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

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