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Category Archives: Retirement

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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…

Attorney Robert L. Arone Completes Ed Slott’s Masters Elite Adviser Group

Estate Planning, RetirementBy Rob AroneJuly 20, 2023

Robert L. Arone, partner at Orsi Arone Rothenberg Turner, LLP, participated in an invite-only workshop held by leading IRA Experts at Ed Slott and Company, LLC. Ed Slott, CPA, is a nationally recognized IRA expert who has been named “The Best Source for IRA advice,” by The Wall Street Journal and has been recognized by…

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

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