5 Smart Investing Strategies 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 » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income. 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. Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?