Asset Protector

Is a Roth IRA the “Cadillac” of Assets to Leave for Heirs?

Jan 15,2015

If you’re looking down the road to retirement, you may be wondering which of your accounts you should tap into first, and which you should leave possibly set aside to pass on to beneficiaries. Those individuals with traditional retirement accounts, brokerage accounts, Roth IRAs, and a 401k may feel overwhelmed by the options, but it […]

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