Use the 1035 Tax Free Exchange To Maximize Your Annuity Benefits

Section 1035 allows owners of annuities (and life insurance) the opportunity to exchange an older annuity contract for a newer contract that may offer features more in line with current needs. As an example, the older contract may be crediting a lower interest rate than a new annuity may offer.

By |2020-04-12T23:48:19+00:00February 18th, 2019|Annuities, Retirement Planning|