Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. Share | 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. Social Security Taxes Estimate how much of your Social Security benefit may be considered taxable. Keeping Your Business Strong Think about your investment in your business. It’s not simply a business, it’s your life’s work.