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 » Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Lots of Variables with Fixed-Rate Mortgages When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan. A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer. 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.