Surrender annuity or transfer to trust
At 76. Retired TSA from O’Hare who did your pat downs I need help with annuities. Do I surrender or transfer to a trust? Does your firm handle this?
Terry Says
Well, I don’t remember any terrible “pat downs” so I assume you meant that in a friendly way! What kind of annuities do you have? Neither of your stated options seems correct or even a probably route. Please write back to the email you receive, saying your question was “answered” — and give me more details about your situation. I’ll give you may “pat down” in return!!
