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Dollars & Sense: The Beneficiary IRA “Rules”

Dollars & Sense: The Beneficiary IRA “Rules”

January 11, 2024

Marion and Christian are together again to host this week’s episode of Dollars & Sense. Everyone’s getting settled into the new year and is excited for new beginnings, a “fresh start”, healthier eating, and getting into shape. The start of the new year also means it’s Girl Scout Cookie season. The temptation is real - don’t fight it, treat yourself to these delicious cookies and support your local Girl Scouts!  

This week we picked out an important topic for our listeners, understanding beneficiary IRA rules. We’re going to break down the ever-changing rules surrounding beneficiary IRA’s and provide you with financial advice in a language you can understand.

Tune in to this week’s episode of Dollars & Sense as Marion and Christian discuss what happens when you inherit a retirement account from someone in a language you can understand.

A full complement of Dollars & Sense broadcasts found here.


During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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