There are LOTS of ways to use a 1035 exchange. I have just tried to outline just a few. Life Insurance in Estate Planning. 2001 Tax Table Update . Investment return and principal value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.
Past performance is no guarantee of future results.
The above reference is NOT an offer to sell a product. All rights reserved. Designated trademark of eMoneymanager is the property of J. Michael Hall.