Thinking about moving your annuity? Before you make a move, it’s important to understand your options and the rules around transfers. In this episode, we explain when and how annuities can be transferred, what a 1035 exchange is, and how to avoid unnecessary penalties.

✨ What you’ll learn:

• 🔄 When annuities can be transferred
• 📑 IRS rules & 1035 exchanges explained
• 🚫 Pitfalls and penalties to watch for
• 💡 Strategies to make transfers tax-efficient
• 🛡️ When keeping your annuity may be smarter

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