If you're planning on leaving a legacy for your children, grandchildren, or loved ones, you may be wondering how to do so in the most tax-efficient way. Both life insurance and Roth IRAs allow you to transfer assets from one generation to the next, tax-free. However, as similar as these two vehicles are, they also have three very different rules and guidelines that are important to understand so that you can make the best choice for your family.


Learn more about the differences between life insurance and Roth IRAs from our friends at Ed Slott & Company below.


To learn more about maximizing your financial legacy, contact our office at 517-435-4040.

 
 
 
What's the Word?
 
 
 
 
Read Story
 
 
 
 
 
Did You Hear?
 
 
Refinancing can be a very effective way to save money -- just be sure to go about the process in an informed manner, making sound choices along the way. These seven tips can help.
 
 
Read Story
 
 
This would impact every single senior citizen over the age of 65.
 
 
Read Story
 
 
 
 
 
Stir Up Some Fun!
 
 
St. Patrick's Day might be all about the beers, but for those who would rather sip a cocktail or two, we found six delicious drinks that are just as celebratory come March 17. Repour Bar
 
 
Read Story
 
 
These egg rolls are the perfect solution for all those corned beef, cabbage, and carrot leftovers from St. Patrick's Day.
 
 
Read Story
 
 
 
 
 
Coming Up!
 
 
With a new president at the helm, investors have seen new market highs yet are still a bit unsure of what the future holds. What does Richmond Brothers feel 2017 has in store? In this imp...
 
 
Read Story
 
 
 
 
 
Core Value of the Month
 
 
 
 
Read Story