Talk of The Villages Florida - View Single Post - Inheriting non-spousal annunity
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Old 08-19-2021, 10:13 PM
Aces4 Aces4 is offline
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Quote:
Originally Posted by retiredguy123 View Post
If you can use the 5 year rule, you could take $72K per year for 5 years, and have a taxable income of $40K each year. That may save you some taxes over the 5 years because of the standard deduction. Then, you would be done with the annuity.
And remember at the current rate of inflation how much less those dollars will buy each year.