Talk of The Villages Florida - View Single Post - Inheriting non-spousal annunity
Thread: Inheriting non-spousal annunity
View Single Post
 
Old 08-18-2021, 10:48 AM
Gigi3000 Gigi3000 is offline
Senior Member
Join Date: Dec 2017
Posts: 272
Thanks: 761
Thanked 67 Times in 49 Posts
Default
Quote:
Originally Posted by Mohawksin View Post
OP -- where did the money come from?. Did you inherit it? If so, the rules change and have not been mentioned. The question initially lies with a CPA in your state, then with a CFP.
It's a non spousal inherited annunity, not an IRA. A relative passed and.left it.to.me