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Dean Heckle & Hill, Inc. Blog: annuity

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Tuesday, September 17, 2019

How Annuity Maximization Could Benefit Your Heirs

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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Dean Heckle & Hill, Inc
608 Matthews-Mint Hill Rd. Suite C
Matthews, NC 28105
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