David (caller)
Listener and caller who inherited assets and discusses personal financial plans and questions about using an inherited IRA and brokerage funds to change work and lifestyle.
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Feb 2, 2026 • 16min
Inherited IRA Opportunities?
David, a listener who inherited an IRA and brokerage account, walks through plans to reshape work and lifestyle after receiving the assets. He discusses tax timing, a 10-year IRA withdrawal strategy, housing and mortgage considerations, and plans to shift to part-time work while keeping travel and hobbies like curling on the calendar.
