Managing Your Lifestyle 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 Question Thank you! Oops! Related Content A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. 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.