Annuities 101 What are Annuities?
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Tax Free Exchange Center
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1035 Exchange / Tax Free Exchange Are you interesting in upgrading your annuity to one with better features and higher interest rates? In most cases, the IRS allows what is known as a 1035 exchange between insurance companies (except immediate annuities). A 1035 lets you switch companies while continuing to defer taxes, ensuring your annuity stays up-to-date with the latest advantages and benefits available to you. For more information on a tax free exchange of your annuity, contact the Annuities Institute today. We can help make sure the process goes as smoothly as possible.
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