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 » Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. Personal Finance Tips for Military Families Military families face unique challenges, making personal finance even more critical. 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.