Principles of Preserving Wealth 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 Retirement Questions That Have Nothing to Do With Money Things to consider before retirement. Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. 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.