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Inherited IRAs

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IRAs, RMDs and Annuities

May 28, 2025

I frequently receive questions about how required minimum distributions (RMDs) are handled when a traditional IRA owns one or more annuities. The surge in questions on the topic isn’t surprising, because annuity sales climbed in recent years. More people in or near retirement want the safety and guaranteed lifetime income of annuities. Since a high […]

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