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CJ5262
Returning Member

Inherited nonqualified annuity

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?

posted
‎November 16, 2024 4:47 PM
last updated ‎November 16, 2024 4:47 PM
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2 Replies
Anonymous_
Level 15

Inherited nonqualified annuity

 
‎November 17, 2024 6:55 AM
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dmertz
Level 15

Inherited nonqualified annuity

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

‎November 17, 2024 2:21 PM
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