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Stuart Estate Planning Wealth Advisors
Craig Kirsner, MBA, is a nationally recognized author, speaker and retirement planner, whom you may have seen on Kiplinger, Fidelity.com, Nasdaq.com, AT&T, Yahoo Finance, MSN Money, CBS, ABC, NBC, FOX, and many other places. Craig is the author of Retire With Confidence: Preserve and Protect Your Wealth And Leave A Legacy and creator of the Preserve and Protect Retirement System. He has an MBA in finance from Florida International University. He is an Investment Adviser Representative who has passed the Series 63 and 65 securities exams and has been a licensed insurance agent for 25 years.
Some, like Roth IRA conversions, will be familiar possibilities. Others, including spray trusts and strategic disclaiming of spousal IRAs, might be new concepts for you.
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