An Inside Look at Retirement Living 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 A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies. The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are. 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.