Talk of The Villages Florida - View Single Post - Inheriting non-spousal annunity
Thread: Inheriting non-spousal annunity
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Old 08-17-2021, 01:13 PM
Stu from NYC Stu from NYC is offline
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[QUOTE=Gigi3000;1990445]
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Originally Posted by CoachKandSportsguy View Post
OK, a commercial finance manager here, and this board is not the place to find the best answer for your particular situation. Please find a fee only, independent CFP, and ask him to build you a model of your cash flow versus your assets and your tax situation. Living off of assets versus living off of income is not the best situation

finance guy who wants to get his

That seems extreme to just get a tax question answered. Also I'm staying liquid to possibly buy a small farm in the next year or two. Monthly expenses are only $1200 mo currently.
You are dealing with a significant amount of money dont you want answers from people who have a background in finance and accounting?