Inherited Annuities: Stop Before You Sign That Paperwork
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Inherited Annuities: Stop Before You Sign That Paperwork
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If you've inherited an annuity, the insurance company is probably pressuring you to fill out forms fast. But here's what they won't tell you: once you sign certain paperwork, the decision is irreversible—and it could cost you thousands in unnecessary taxes.
In this episode, Marty Becker walks you through what really matters before you make a choice you can't undo.
What You'll Learn:
• Why inherited annuities are so confusing (and different from inherited IRAs)
• The LIFO tax trap—and why the first dollars out are the most heavily taxed
• Your 3 distribution options: lump sum, 5-year rule, and lifetime payouts
• The tax consequences of each option and who they're best for
• Common mistakes people make with inherited annuities
• Why you have 12 months to decide—not 30 days
Whether you inherited from a spouse, parent, or sibling, this episode gives you the clarity to make a smart, tax-efficient decision.
About Marty Becker:
Owner and founder of Atlas Financial Strategies in St. Louis, Missouri, specializing in safe money retirement strategies.
Get Help: Book a free consultation at atlasannuity.com
Disclaimer: This podcast is for educational purposes only. Always consult with qualified tax and financial professionals regarding your specific situation.