1035 Exchange
A 1035 Exchange allows you to move your money from one life
insurance company to another without a taxable event. Please
review the following information to determine if a 1035 tax-free
exchange is right for you. We are also available to help you
make a 1035 exchange or help you review your current annuity(ies)
toll free at 800-944-7730. The following is a list of questions
that we use to gather the appropriate information to determine
if you should stay where you are or what your alternatives
are for a 1035 exchange to a new annuity.
-
If you have fixed annuities, what is the current interest
rate and for how long is it guaranteed?
- If
you have a variable annuity, how is it performing and is
the investment advice you are receiving helping or hurting
your overall performance?
-
What are the remaining surrender charges (if any)? A 1035
exchange is free of cost and tax penalties if you don't
have any surrender charges remaining on your current annuity(ies).
Some annuities have no surrender charges like the ones that
we share with you here at AnnuityInsider.com.
- What
are the safety ratings of your current annuity company?
Insurance companies have safety ratings that help insure
that you are with a good company. The major rating services
that rate the insurance industry are Standard & Poors,
A.M. Best, Moody's, Duff & Phelps and Weiss Research.
For a FREE, no obligation review of your current annuity
policy by the Annuity Insider, go ahead and complete the form
below. Find out if you are on the right path to accomplish
your desired goals.
To contact us:
Tactical Wealth Advisors, LLP
8226 Village Harbor Drive
Cornelius, NC 28031
Phone: 800-944-7730
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This site is published for residents of the United States
only. Raymond James Financial Advisors may only conduct business
with residents of the states for which they are properly registered.
Therefore, a response to a request for information may be
delayed. Please note that not all investments and services
mentioned are available in every state. Investors outside
of the United States are subject to securities and tax regulations
within their applicable jurisdictions that are not addressed
on this site. Contact Thomas Harding at 800-944-7730 for information
and availability.
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