Non-Spousal Non-qualified Inherited Annuity
Beneficiary inherits a Non-Spousal Non-qualified Inherited Annuity with about $280k of taxable gain. What registration (tax registration) must they transfer the account to if they don’t want the annuity anymore?
Permalink Submitted by Neal Gordon on Mon, 2024-12-09 11:57
It is life expectancy as it Mother to child via beneficary on the original annuities. Could we 1035 to n advisory annuity if that can be designated as an inhertied non-spousal, non-qual?