Questions tagged [1035 exchange]

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Chiara Chiara Sun Mar 09 2025 | 7 answers 1757

What are the rules for a 1035 exchange?

I'm trying to understand the specific rules and regulations that apply to a 1035 exchange. I want to know what conditions need to be met, any limitations or restrictions, and how the process typically works.

What are the rules for a 1035 exchange?
Moonshadow Moonshadow Sat Mar 08 2025 | 6 answers 1498

Is there a fee for a 1035 exchange?

I am considering doing a 1035 exchange and want to know if there is any fee associated with it. Is there a charge or cost for conducting a 1035 exchange?

Is there a fee for a 1035 exchange?
WhisperInfinity WhisperInfinity Thu Mar 06 2025 | 7 answers 1830

Is a 1035 exchange a good idea?

I'm considering a 1035 exchange but I'm not sure if it's a good idea. I've heard it can provide certain tax advantages but I want to understand if it's really beneficial in my situation. Should I go for it?

Is a 1035 exchange a good idea?

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