
Ep 347. "Annuities, Savings Bonds, and After-Tax-Accounts, Oh My!"
From Retire SMART Podcast
Published 1/9/2026
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…