Annuity maximization: A strategy to leave more to your heirs

What if you’re living comfortably in retirement and, instead of needing that deferred annuity, you decide you want to leave it to your heirs at your death? However, transferring your deferred annuity at death may subject it to both estate and income taxes. One strategy that can minimize the impact of these taxes is called […]

Annuity maximization: A strategy to leave more to your heirs Read More »