
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.


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 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?
