Choose Your Own Retirement Adventure


















1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Travel doesn’t have to be a financial headache.