Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns. 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. Tax Efficiency in Retirement What role would taxes play in your investment decisions? Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.