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Level 1
November 17, 2024
Question

Inherited nonqualified annuity

  • November 17, 2024
  • 2 replies
  • 23 views

As sole beneficiary with no distributions within 1st year of death, can I now take any distributions at anytime, as long as annuity is fully liquidated 5 years after date of death?

    2 replies

    Level 15
    November 17, 2024
    No text available
    Level 15
    November 17, 2024

    You'll need to ask the provider of this annuity about the distribution options.