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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.

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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

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Understanding the Rules and Avoiding the Tax Traps of 1035 Exchanges

Is It a Rollover or 1035 Exchange?

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