EPISODE · Feb 20, 2026 · 9 MIN
Ep 371. Inheriting an Annuity from the Passing of a Loved One
from Retire SMART Podcast · host Retire SMART LLC
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.
What this episode covers
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.
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Ep 371. Inheriting an Annuity from the Passing of a Loved One
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