<<I read with interest re the taxability of an inherited IRA. Does the same hold true for a selfdirected annuity?>>Generally speaking, yes. Generally, the tax deferred earnings in an annuity will be taxed to SOMEBODY. It's called Income with Respect to a Decedent (or IRD) income. But there are a number of annuity products out there, many tied to life insurance. If what you are asking is tied to a life insurance product, the answer might be completely different. So if you could a bit more precise with your question, I'll try to be more precise with my response.TMF TaxesRoy
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