5 Smart Investing Principles 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 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. Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs. What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.