
Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Suze School: Annuities in Retirement Accounts - I Don't Think So!
Aug 27, 2023
The podcast delves into understanding annuities in an IRA rollover and their impact on required minimum distributions (RMDs). It explains the calculation process for RMDs and highlights confusion surrounding annuitized annuities in retirement accounts. The importance of beneficiary designation and the implications of immediate annuities in retirement accounts are also discussed. In addition, the hosts share an affirmation and introduce a high-interest certificate of deposit offered by Alliance.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Calculating Required Minimum Distributions (RMDs) for Retirement Accounts and Annuities
03:11 • 11min
Confusion and Considerations When Owning Annuities in Retirement Accounts
13:54 • 3min
Importance of Beneficiary Designation and Implications of Immediate Annuities in Retirement Accounts
17:01 • 2min
Affirmations and a High-Interest Certificate of Deposit
18:48 • 3min
