Annuities: Difference between revisions
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(Created page with "*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. *") |
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*Managed account is liquid | *Managed account is liquid | ||
*5.5% on $38k interest. | *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. | |||
*One managed account - has beneficiary. other doesn't | |||
*Annuities have beneficiaries. | |||
*Long term care policy - doesn't have it. | |||
Latest revision as of 17:49, 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.
- One managed account - has beneficiary. other doesn't
- Annuities have beneficiaries.
- Long term care policy - doesn't have it.