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Three Differences Between Life Insurance and Roth IRAs

Three Differences Between Life Insurance and Roth IRAs

by Daniel White | Apr 29, 2025 | Ed Slott

April 28, 2025 Life insurance and Roth IRAs have a basic structure in common: they are both wealth transfer tools that help facilitate an efficient transfer of assets from one generation to the next and can provide a tax-free legacy. Despite their similarities, life...

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Daniel White, Andrew Wood, Dan Simon, Alison Slezak, and Michael Primavera are investment advisory representatives of and provides advisory services through CoreCap Advisors, LLC. Dan White & Associates, LLC and CoreCap Advisors, LLC are separate and unaffiliated entities. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Dan White & Associates.

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as financial, tax or investment advice. Please consult your own qualified professional for specific information regarding your induvial situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance, or annuity product.

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