Not every wealthy investor requires their retirement money (when net worth is $20M+ and they have built $2M+ in an IRA Rollover). This strategy is not appropriate for every investor and as always you have to check tax, legal and any money matters with your tax council, legal council and financial advisor. The case was a specific example demonstrated in 2013 so all the facts and figures were correct at that time given the circumstances. We have heard from Development officers when they were reached by wealthy donors, CPA firms dealing with retired executives, wealth management firms and others when it comes to alternative strategies dealing with a large rollover asset. Please contact me for a more detailed conversation.