Q&A: Inherited Annuity, Inherited Roth, Life Insurance, Spousal Benefits

Published: June 1, 2019, 4 a.m.

Unclear how an Inherited Annuity or Inherited Roth IRA is taxed? Jim and Chris respond to a Florida listener asking if they’ll be taxed on the whole value if they inherit an Annuity. Another listener wonders if they’ll be taxed if they withdraw from an Inherited Roth before age 55. The guys also address a […]

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