Helping Diligent Advisors Ensure They're On The Right Planning Path
Updated 05/01/2024
A Section 1035 exchange may be a viable option for clients, but following the complex rules can be a challenge. That’s where you step in.
This checklist serves as a roadmap for navigating the complexities of Section 1035 exchange with clarity, and will give you confidence in assessing whether it is suitable for your clients’ specific needs.
This checklist covers important factors a client needs to be aware of when considering a Section 1035 exchange, such as: