Retirement Accounts When You Change Your Job Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! 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. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Orchestrating Your Retirement Accounts Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.