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Retirement tax questions
You're very welcome.
Someone who inherits a non-qualified annuity will have to pay taxes on withdrawals of the earnings but not the principal, just like the original owner would. You aren't able to "rollover" your inherited annuity to your nonqualified annuity and indefinitely not pay tax. You have the four options listed in my previous answer.
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March 17, 2022
7:41 AM
3,589 Views