1035 Exchange Articles
- 1035 Life Insurance Exchanges — Outlines ways in which you can upgrade your existing life insurance policies tax-free through a 1035 exchange in order to take advantage of the offerings of modern policies, which do more to help you meet financial goals.
- Rollovers: Saving Money with the 1035 Exchange — Discusses how, when, and why to take advantage of 1035 exchanges, which allow you to roll over an existing annuity or other investment account to a new investment account that will better accommodate your needs and the changing economic climate.
