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Financial Topics

1035 Exchange

A 1035 exchange allows a tax-free transfer of one annuity contract, insurance product or endowment to another under Section 1035 of the IRS code. Learn more about the rules of this financial strategy.

Webcasts

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DPL Acquires AnnuityFix to Boost Breakaway Advisor Program
Account Value Drop Cools Annuity Exchanges: Nationwide's Eric Henderson
1035 Exchange Rules: An Overview
5 States Where Switching Annuities Is Rare
Section 1035-Your Way Out of Obsolete Life Insurance Trusts

Podcasts

Listen to free podcasts to get the info you need to solve business challenges!

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Understanding the Rules and Avoiding the Tax Traps of 1035 Exchanges
Is It a Rollover or 1035 Exchange?