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Dean Heckle & Hill, Inc. Blog: annuity

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By Jamie Orr Many people struggle to understand annuities and wonder if they really need one or not. To help shed light on this situation, let’s look at one example. “Tom,” a 60-year-old widower, purchased an annuity 20 years ago. Should he repurpose or replace the annuity with a more tax-efficient asset such as life insurance? READ MORE >>

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