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1035 exchange

1035 Exchange For Annuities

Chances are pretty good that, when you purchased a life insurance policy, you did so at least partially to ensure your loved ones (especially children) would be financially secure in the event of your untimely death. Hopefully, though, you will reach a point where your former dependents are financially independent and life insurance becomes less […] Read more

When was the last time you had a professional review of your Life Insurance Policy or Annuity? Chances are, probably never! But don’t feel so bad, because we’d be willing to hazard a guess that most folks rarely revisit their life insurance policy or annuity until some time in the future when some event warrants […] Read more

In our other article covering the pros and cons of a 1035 exchange for life insurance, we covered the top benefits and potential pitfalls to consider. Here, we will go into greater detail of the tax benefits of a 1035 exchange and when you may want to consider using this tool. Top Tax Benefits of […] Read more

Unless you peruse the IRS tax code regularly, you may not be familiar with the code sections 1035 or 1031. However, in the world of wealth building and asset protection, these little combinations of numbers get a lot of attention for good reason. Simply put, these IRS code sections allow for the transfer of asset […] Read more