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Guardian Financial Group Blog

Roth It to Insure It

March 27, 2023

Avoid passing on the ticking time bomb of taxes on qualified accounts to heirs

At GFG Financial, we care about people, not just numbers. In fact, we believe money is just a tool to help us accomplish good things in life—including service to others in our community.

Tri-Cities

(509) 582-2047

Spokane

(509) 468-9617

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NOTICE AND DISCLOSURES: GFG Financial is a dba for RnB & Associates LLC. All client tax compliance work, including the preparing and filing of government tax forms, will be completed and submitted through the RnB & Associates LLC subsidiary GFG Accounting Solutions LLC. Investment advisory services are provided through Wealth Management Nebraska, LLC, a Registered Investment Advisor. Insurance products are offered by the RnB & Associates LLC subsidiary GFG Insurance Solutions LLC, and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by RnB & Associates LLC or its affiliated companies.

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