1035 Exchange Explained: How to Move Life Insurance or Annuities Tax-Free
1:11
YouTubeWealth Concepts
1035 Exchange Explained: How to Move Life Insurance or Annuities Tax-Free
Do you have an old life insurance policy or annuity that no longer fits your financial goals? Before you cash it out and trigger unnecessary taxes, you need to understand the 1035 Exchange. A 1035 Exchange is an IRS-approved strategy that allows you to transfer the cash value from an existing life insurance policy or annuity into a new policy ...
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