Planned tool
Annuity Exchange (1035) Screener
Structured questions for weighing a 1035 exchange against keeping the existing annuity contract.
In development
Annuity Exchange (1035) Screener is a planned module. It is listed here so the architecture and URL are reserved; no result is produced until its methodology and data source are built and reviewed.
Discuss this with an advisorMethodology
Methodology is defined and reviewed before this module is built. Nothing is computed until it is.
Review and updates
- Reviewed by
- Pending assignment
- Last updated
- 2026-01-01
- Standards
- Our review process
An existing annuity is reviewed before any 1035 exchange is considered. Surrender charges come first.
Review My Existing Annuity