How to calculate taxes on an inherited annuity
Here are key things to know about inherited annuities and how to calculate taxes.
3 min read
Apr 22, 2025
James Royal, Ph.D.
Principal writer, Investing and wealth management
EXPERTISE
- Investing
- Wealth management
- Behavioral finance
- Stock analysis
EDUCATION
- Bachelor of Science in management, University of Florida
- Master of Arts in English, University of Florida
- Doctorate in English, University of Florida
About the author
Bankrate principal writer and editor James F. Royal, Ph.D. covers investing and wealth management. His work has been cited across major media, including CNBC, the Washington Post, The New York Times and the Associated Press. Royal believes in the power of education to help individuals make smart financial decisions that can positively and significantly improve their lives.
Experience
James is the author of The Zen of Thrift Conversions. He’s a veteran writer and stock analyst with a history of working in the financial-services industry, including at the Motley Fool and Bankrate.
Education
Royal has a bachelor’s degree in management as well as master’s and doctoral degrees in English earned at the University of Florida.
Media mentions
Our goal is to get wiser every day and avoid the mistakes of the past.
— James Royal, Ph.D.
James's latest articles
-
Stock market holiday schedule for 2025: US markets are closed on these days
When is the stock market closed? Here’s a list of days when the major exchanges observe holidays.
1 min read Apr 18, 2025 -
What is private equity?
This type of alternative investment is typically limited to accredited investors and institutions.
5 min read Apr 15, 2025 -
Tips to survive a bear market at any stage of your investing life
Here’s to handle a bear market at any point in your investing life.
5 min read Apr 14, 2025 -
Investing in a bear market 2025
Although bear markets are concerning, they also provide opportunities to investors if you know where to look.
7 min read Apr 11, 2025 -
7 investing mistakes financial pros say you should avoid
Regardless of how much money you have, it can be easy to fall into investment traps.
4 min read Apr 10, 2025 -
What is the Dow Jones Industrial Average?
These companies make up the popular Dow Jones Industrial Average.
3 min read Apr 09, 2025 -
5 ways to invest in farmland
Some investors think investing in farmland is recession proof. Here’s how to get started.
4 min read Apr 08, 2025 -
CD rates got you down? 5 ways to get better returns
Not interested in investing in CDs? Try one of these potentially lucrative alternatives.
6 min read Apr 03, 2025