Annuities: Difference between revisions
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*No RMDs for citizens. | *No RMDs for citizens. | ||
*Death certificate | *Death certificate | ||
*Consolidate the managed accounts. | |||
Revision as of 17:44, 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
- Consolidate the managed accounts.