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Life insurance and Roth IRAs have a basic structure in common. Despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other. In fact, more often than not, that’s the case. In this report, we discuss the differences between the two retirement planning vehicles.
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Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.
The views expressed represent the opinion of Barber Financial Group an SEC Registered Investment Advisor. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Barber Financial Group does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.