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April 2017 Archives

Understanding the benefits of a Roth IRA for estate planning

When considering traditional individual retirement accounts and Roth IRA investments, most people assume these plans are solely related to retirement savings. In reality, though, many people leave behind some amount of wealth in IRA accounts, and that has to transfer to a beneficiary. In some cases, converting assets to a Roth IRA can be good for both the current holder and future heirs.

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Suzanne P. Nicholl
6165 Greenwich Dr.
Suite 340
San Diego, CA 92122
Phone: 619-894-8552
Fax: 858-373-5556
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