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.
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