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Inherited Annuity, non qualified, created from 1035 transfer

When does the first withdrawal need to be done (relative to the death of the original annuitant) when using the non qualified stretch / RMD?

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1 Reply
ThomasM125
Employee Tax Expert

Inherited Annuity, non qualified, created from 1035 transfer

The first withdrawal needs to be made within one year of the death of original annuitant.

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