Achieve Greater Returns with 1035 Exchange Annuity Experts
Types of Annuities Eligible for 1035 Exchange
The 1035 exchange can be applied to various types of annuities, including fixed, variable, and indexed annuities. Each type offers different benefits and risks:
- Fixed Annuities: Provide a guaranteed interest rate, making them a stable choice for risk-averse investors.
- Variable Annuities: Offer investment options in subaccounts, similar to mutual funds, which can lead to higher returns but also come with greater risk.
- Indexed Annuities: Allow you to earn returns based on a stock market index's performance, offering a balance between risk and reward.
Understanding the nuances of each type can help you choose the best option when considering a 1035 exchange2.