If you’ve been looking for a financial planning strategy geared towards replacing an out-of-date insurance policy or annuity without negatively impacting the amount you pay in taxes, then this is the episode for you! So, without further ado, we’d like to introduce all our loyal listeners to the concept called the 1035 exchange. Most advisors will tell you that even though it’s one of the most overlooked strategies, it can also be one of the most advantageous. In this episode we break down everything from what a 1035 exchange is to ways that you and your team can take actionable next steps that could help provide you with a fruitful financial future.
What we’ll cover:
✅ 1035 exchanges explained.
✅ Rules & regulations.
✅ Best practices.
✅ Common mistakes.
We at The Wealth Cafe encourage you to speak with your financial team as soon as possible, so that you can see if this is a fit for your long-term goals and isn’t going to negatively impact your current strategies.
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