An inherited non-qualified stretch annuity pays out over many years instead of all at once. Only the earnings in each payment are taxable because the original contributions were made with after-tax ...

Baby boomers are set to pass $68 trillion in wealth to their children. A significant portion of that wealth may be transferred through annuities. As a result, some beneficiaries could face an ...

In the context of a jointly owned annuity between non-spouses, this treatment is significant, as it means even though the joint owner is still alive, and since there is no spousal continuation ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...