Skip to content
Orsi Arone Cape Cod Estate Planning & Real Estate
  • Home
  • Robert L. Arone
  • Estate Planning
    • Julia Abbott
    • Christopher J. Catrambone
  • Real Estate
    • Robert Orsi
  • Blog
  • Contact
781-239-8900
  • Home
  • Robert L. Arone
  • Estate Planning
    • Julia Abbott
    • Christopher J. Catrambone
  • Real Estate
    • Robert Orsi
  • Blog
  • Contact

Category Archives: IRA

You are here:
  1. Home
  2. Category "IRA"

Leaving a Legacy 3 Differences Between Life Insurance and Roth IRAs

Estate Planning, IRA, RetirementBy Rob AroneSeptember 21, 2023

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 insurance and Roth IRAs are very different, and the rules that apply to one…

© 2023 by Orsi Arone Rothenberg Turner, LLP. All rights reserved.

781-239-8900Free Case Evaluations

Go to Top
Email Us
close slider

    Get A Case Evaluation


    We are happy to provide a consultation to all first time clients. Please complete the form below and we will contact you.