PLAY PODCASTS
Ep 371. Inheriting an Annuity from the Passing of a Loved One
Episode 375

Ep 371. Inheriting an Annuity from the Passing of a Loved One

Retire SMART Podcast

February 20, 20269m 24s

Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

With long-term care being a complicated and expensive process for us, while we’re in our 60s and in good health, is it really worth the trouble going through? What am I supposed to do with an annuity I inherited after my mother’s passing? And what are David’s thoughts on me rolling over my 401(k) while I’m still working? David Brooks has answers to these questions in today’s Q&A episode.