Derek A. Miser, Investment Adviser
Derek Miser serves as Chief Managing Member at Miser Wealth Partners, LLC, located in Knoxville, Tenn., and Tellico Village, Tenn. Miser Wealth Partners delivers family office services to successful retirees and entrepreneurs nationwide and in Puerto Rico.
He recently published his first book, "Golden Years, Greener Pockets." This guide to tax efficiency for retirees is an excellent read for anyone contemplating or already retired.
Mr. Miser is a weekly contributor to major financial publications such as the Wall Street Journal, Forbes, U.S. News & World Report, etc.
His organization includes over 100 years of legal, tax and investment experience servicing the needs of successful families.
Phone: 865.281.1616 | Email: info@miser-wp.com | Website: www.miserwealthpartners.com
Facebook: www.facebook.com/miserwp | Instagram: @miserwealthpartners | X (Twitter): @MiserPartners
LinkedIn: www.linkedin.com/company/miser-wealth-partners-llc | YouTube: @MiserWealthPartners
Latest articles by Derek A. Miser, Investment Adviser
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Cost Segregation: Six Real Estate Businesses That Can Benefit
By conducting a cost segregation analysis, property owners and others could find building components that could be depreciated, leading to tax savings.
By Derek A. Miser, Investment Adviser Published
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Intrafamily Loans Can Be a Smart Move to Boost Wealth
Keeping your family’s wealth going — and growing — across future generations takes planning, and an intrafamily loan can be one tool in your toolbox.
By Derek A. Miser, Investment Adviser Published
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How a Two-Year Installment Sale Strategy Can Save on Taxes
When selling property or another substantially appreciated asset, you could spread the taxes over two years to save big bucks. Following the rules is critical, though.
By Derek A. Miser, Investment Adviser Published
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How Retirees Can Minimize the Net Investment Income Tax
One strategy is to consider your filing status, which can affect the net investment income tax (NIIT) that successful retirees pay on certain investment income.
By Derek A. Miser, Investment Adviser Published