I inherited a non-qualified annuity from my mom. I am on SSDI and I receive $1,800 per month. The annuity is worth $100,000. I am trying to decide whether to take monthly payments for the rest of my ...

A non-qualified stretch annuity extends the payout of an inherited annuity over time, rather than receiving the full amount in a single lump sum. While qualified annuities (such as those within IRAs ...

Someone who inherits a non-qualified annuity will only have to pay income taxes on any earnings from the annuity when they are withdrawn. Inheriting a qualified annuity, on the other hand, means owing ...

It’s no secret that annuities play a pivotal role in retirement planning, providing a steady income. Despite certain tax advantages, annuity taxation has several intricacies that must be understood ...

When it comes to your retirement, the financial products you rely on have complex tax rules — to say the least. If you contribute to a 401(k) plan, Roth account,... When it comes to your retirement, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed ...

The nearer you are to retirement, the more pressure you are under to make sure you have a reliable and steady source of income for the remainder of your lifetime. Social Security and pensions are part ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

When you think about estate planning, wills, trusts and life insurance usually top the list. But annuities deserve a spot in the conversation, too. Beyond providing reliable income in retirement, ...