Annuities: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
No edit summary |
||
| Line 4: | Line 4: | ||
*Access up to 10% without taxes. | *Access up to 10% without taxes. | ||
*If dad had pension, she can do pension + life insurance. | *If dad had pension, she can do pension + life insurance. | ||
* | *No RMDs for citizens. | ||
*Death certificate | |||
Revision as of 17:42, 22 May 2025
- Annuities in Shah's account - symetra $420, athena - 271, rest is in managed. Less than $600k in managed account.
- Managed account is liquid
- 5.5% on $38k interest.
- Access up to 10% without taxes.
- If dad had pension, she can do pension + life insurance.
- No RMDs for citizens.
- Death certificate