Your Money with David Hays

Your Money with David Hays 05/01/2025


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The start of a new month means a new "Question and Answer Show" - and David Hays and Jim Inman have a variety to share with you this week. This week the topics include:​

  • Disability insurance
  • Taking distributions during volatile markets
  • Business transitions
  • Inheriting an IRA from a parent
  • Leftover funds from a 529 plan
  • Using a SEP IRA for a Qualified Charitable Distribution (QCD)
  • Understanding 60-day rollovers for IRAs

Do you have a question for a future episode? Reach out to David - https://www.cfci.us/your-money

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