EPISODE · Jan 9, 2026 · 10 MIN
Ep 347. "Annuities, Savings Bonds, and After-Tax-Accounts, Oh My!"
from Retire SMART Podcast · host Retire SMART LLC
If my mother, who has a couple annuities, passes away, will those annuities be taxable to me? Will I be taxed heavily when I cash in savings bonds I inherited from my parents? And at 50 years old and with 22 years left on my mortgage, should I pay off the house with the after-tax-account money from my divorce? David Brooks has answers to these questions in today’s Q&A episode.
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Ep 347. "Annuities, Savings Bonds, and After-Tax-Accounts, Oh My!"
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