IRA Strategy Archives - Wiser Wealth Management

The Stretch IRA

A stretch IRA is not officially in the IRS code. It is a wealth transfer method that allows you to potentially “stretch” and even grow the IRA assets over several generations. The strategy involves adjusting beneficiary designations to minimize so-called required minimum distributions (RMDs) over a long period of time.
read more

Recent Tweets

wwm twitter

In the last 5yrs 84.15% of large cap mutual funds underperformed the S&P 500. Indexing is so much better for the everyday investor.
- Thursday Aug 25 - 1:57am

wwm twitter

Does your risk tolerance match your risk capacity? https://t.co/n4wPJZNm9X https://t.co/AW9jdPqat6
- Wednesday Aug 24 - 11:16am