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 » Share | 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. The Big Picture–Yellen Walks Steady Line Spoiler alert: interest on excess reserves, forward guidance, and asset buys will remain important. Making a Charitable Contribution There are benefits and limitations when you decide to donate stock.