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    Financial Advice for Millionaires: 5 Strategies for 2022

    by Craig Kirsner, Investment Adviser Representative Feb 07, 2022 4 minutes

    For decades my firm has helped retirees preserve and help protect their wealth and leave a legacy. In these tumultuous times, here are some potential retirement and estate planning strategies for you to learn more about:

    Concerned about potentially higher taxes in the future?

    Our government currently has over $29 trillion in debt, so you may be concerned about potentially higher income taxes in the future.

    If you have a substantial IRA (individual retirement account), that could be a “ticking tax time bomb.” Someone is going to pay taxes on that money in the future, whether it’s you or your children after you’re gone. With provisions from the Secure Act, most children can no longer do a stretch IRA as funds must be withdrawn by the end of the 10-year period after the death of the IRA owner.

    One potential strategy to help deal with

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