What’s a 1035 Exchange? Simplifying Tax-Free Swaps
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What’s a 1035 Exchange? Simplifying Tax-Free Swaps
Want to upgrade your life insurance or annuity without triggering a tax bill? That’s where the 1035 exchange comes in! It allows you to swap one insurance or annuity contract for another—completely tax-free—as long as certain conditions are met. In this video, we’ll break down: What a 1035 exchange is and how it works What types of ...
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