Estate Test Your Estate Strategy Knowledge Share | Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! Related Content Personal Finance Tips for Military Families Military families face unique challenges, making personal finance even more critical. 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. Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.