Investment Strategies for Retirement The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content 3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy. 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. The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.