What is 1035 Exchange? A Simple Explanation
15:58
YouTubeFig Tree Media
What is 1035 Exchange? A Simple Explanation
Learn how a 1035 exchange works and how it can save you thousands in taxes and fees. This clear, step-by-step explainer walks through transferring life insurance and annuities tax-free, when to use a 1035 rollover, potential pitfalls, cost comparisons, and tips to maximize benefits. Perfect for policyholders, financial advisors, and retirees ...
6 views1 month ago
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