Tax Management Strategies 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 | Related Content Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? 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. Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.