Oh Captain, My Captain!


A: Allison, although the aim of the SECURE Act of 2019 was to remove what was typically referred to as the “stretch-out” method of distribution from IRA owners, I have discovered two strategies that will allow your IRA to grow over the life of your heirs and remain

ed deferred. Follow me over to www.miser-wp.com/dear-derek-blog where I will discuss these two strategies in depth. Also, I have developed calculators that will test which strategy is best for you. I will happily run this analysis for free for you if you email me at askme@dearderek.com.

These strategies could mean hundreds of thousands in avoided taxation and hundreds of thousands if not millions of financial benefits to your heirs.

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