What you need to know about Inherited Annuities

Retirement Today
12/07/2025
What you need to know about Inherited Annuities

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Episode Synopsis


Inheriting an annuity is not as simple as receiving a check; it comes with complex tax rules and beneficiary choices. In this episode, we break down the critical options available to you, including the five-year rule, and taking a lump-sum distribution. Tune in to understand the tax implications of each path and learn how to make the best financial decision for your unique situation.
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