Investment Read Time: 3 min Key Money Moments: 4 Times You Should Talk to a Pro Related Content 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. Best-Performing Asset Classes Bonds may outperform stocks one year only to have stocks rebound the next. Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.