Estate Planning And IRA Retirement Planning Strategies For Millionaires(1st Edition)
Authors:
Craig Kirsner, Jack Owen
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Book details
ISBN: 979-8656427302
Book publisher: Independently published (June 24, 2020)
Book Summary: 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.
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