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Inherited an Annuity? Here Are 2 Smart Ways to Manage the Tax Hit, Courtesy of an Annuity Pro

1 source ·1 article ·2h ago

When inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.

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Kiplinger 1

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Kiplinger ·2h ago

Inherited an Annuity? Here Are 2 Smart Ways to Manage the Tax Hit, Courtesy of an Annuity Pro

When inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.