Annuities: Difference between revisions
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*Death certificate | *Death certificate | ||
*Consolidate the managed accounts. | *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.