Retirement Accounts When You Change Your Job This video discusses issues related to your retirement accounts when you move on from your job. 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. Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program. Saving Early & Letting Time Work For You The earlier you start pursuing financial goals, the better your outcome may be.