Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
38 episodes
16 hours ago
From Beacon Pointe Advisors comes Dollars & Sense, a really great podcast about money! Join co-hosts and CERTIFIED FINANCIAL PLANNERS™, Coby Cress and Karen Reifel, who help listeners navigate various life moments and major life events... through the lens of personal finance.
Content is for informational purposes only and should not be considered as investment, legal or tax advice.
All content for Your Dollars, Our Sense is the property of Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
From Beacon Pointe Advisors comes Dollars & Sense, a really great podcast about money! Join co-hosts and CERTIFIED FINANCIAL PLANNERS™, Coby Cress and Karen Reifel, who help listeners navigate various life moments and major life events... through the lens of personal finance.
Content is for informational purposes only and should not be considered as investment, legal or tax advice.
Episode 34 - Inherited an IRA? Here’s the Final Word from the IRS on What You Have to Do Next
Your Dollars, Our Sense
19 minutes 22 seconds
1 year ago
Episode 34 - Inherited an IRA? Here’s the Final Word from the IRS on What You Have to Do Next
Coby and Karen provide a primer on the IRS’s final rulings around Inherited IRA withdrawals. This timely update on the Secure Act 2.0 will help you prepare for important changes in 2025.
From Beacon Pointe Advisors comes Dollars & Sense, a really great podcast about money! Join co-hosts and CERTIFIED FINANCIAL PLANNERS™, Coby Cress and Karen Reifel, who help listeners navigate various life moments and major life events... through the lens of personal finance.
Content is for informational purposes only and should not be considered as investment, legal or tax advice.
