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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.