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Posts in category: Roth IRA

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Can My Roth IRA Be An Estate Planning Tool?

January 17, 2023
by Esther Acosta Estate PlanningRoth IRA

Roth IRAs allow you to pass along as much wealth as possible to your heirs if they are structured appropriately. With the SECURE Act, the opportunity to use a Roth IRA as an estate planning tool increased significantly. This is because your beneficiaries ...

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