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Returning Member
posted Nov 16, 2024 4:47:45 PM

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?

0 2 2515
2 Replies
Level 15
Nov 17, 2024 6:55:54 AM

Level 15
Nov 17, 2024 2:21:37 PM

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