April 13, 2021

Topic(s): Annuities

Accurately Handling Inherited Annuities
Presented by: Mark Maurer, CFP^®

Handling inherited annuities comes with specific rules and options. We’ll discuss the different rules for spouse and non-spouse inheritors. We’ll also take a look at the difference in inherited non-qualified annuities or qualified annuities and the impact of recent changes via the Secure Act.