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Derek Miser

Derek Miser is founder, Miser Wealth Partners in Loudon and Knoxville, Tenn. Contact him at [email protected].

June 1, 2025

A 1035 exchange to an FIA: A smart choice in today’s environment

As retirees shift their priorities to income stability, higher-interest-rate products such as FIAs offer a compelling alternative.

July 11, 2024

Understanding inherited IRA rules for nonspousal beneficiaries under the SECURE Act

This new rule requires beneficiaries to deplete the account within 10 years of the owner’s death.

July 1, 2024

Should you recommend a CLAT or a reversionary CLAT in wealth planning?

Exploring the choice between charitable lead annuity trusts and reversionary charitable lead annuity trusts.

April 11, 2024

Strategic philanthropy: A look at charitable lead annuity trusts

The CLAT provides a structured framework to craft a narrative of purposeful philanthropy.

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