Publisher's Synopsis
Advanced Estate Planning and IRA Retirement Strategies for Those with a Net Worth of $1 Million to $100 MillionLearn advanced estate planning and IRA retirement strategies designed for millionaires to preserve and protect their wealth and leave a legacy. In this book, Craig Kirsner, MBA, and Jack Owens, Esq., discuss: - The "stretch IRA" provision, which ended in 2020, and Craig's 7 strategies to address the changes- Strategies designed to help protect your retirement assets from the next recession- How to adapt to today's volatile economy, tax laws, and changing investment world.- The high costs of many mutual funds and variable annuities--what are you really paying in fees?- Advanced IRA tax strategies that could save you a tremendous amount of income taxes in the future.- Are you truly diversified or do you just think you are?- Strategies designed to provide investment returns while working to reduce market risks.- And many more . . .With an introduction by Stuart Kirsner, founder of Stuart Estate Planning, with over 46 years of experience as a licensed insurance and annuity agent and family legacy planner.
