Learn how 1035 exchanges allow tax-free transfers between annuities, life insurance, or endowments. Understand rules, ...

The process of using funds from an existing annuity to purchase another annuity is commonly referred to as an annuity exchange. If the funds being used are non-qualified (i.e. not held in something ...

A 1035 exchange is a legal way to exchange one insurance policy, annuity, endowment or long-term care product of like kind without triggering tax on any investment gains associated with the original ...

Final regulations on Section 1035 insurance exchanges eliminate problems from earlier regulations that affected corporate ...

A 1035 exchange lets you move the cash surrender value of an insurance or annuity contract into a new, qualifying contract without recognizing taxable income. Normally, surrendering a policy that has ...

If you want to update a cash-value life insurance policy or annuity, you may have heard of the 1035 exchange. This IRS provision, based on Section 1035(a)(3) of the IRS code, allows you to exchange ...

For those who purchased variable annuities between 2001 and 2015, today’s financial landscape presents a unique opportunity to revisit the terms of these contracts. The financial environment has ...

Are You Getting the Cash Value You Deserve? Most articles about a section of the Internal Revenue Service Tax Code are usually very good antidotes for insomnia. However, the detail of Section 1035 of ...