Preparation is the Key to Retirement The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more. Related Content Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs. What Can You Buy With 529 Distributions? This article can be a helpful guide when begin preparing for education expenses. 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.