Investor Glossary-1035 exchangeInvestor Glossary-1035 exchangeInvestor Glossary-1035 exchangeInvestor Glossary-1035 exchangeInsightful stock market charts - Click here
investor
Categories    # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

1035 Exchange

The HTML to link to this page
 

1035 exchange refers to the provision of the US tax code which allows investors to transfer accumulated funds in one life insurance policy, endowment or annuity policy to another without incurring a tax liability. Certain guidelines must be met to take advantage of the 1035 exchange provision. For example, an endowment qualifies for 1035 exchange status only if the maturity date of the replacement endowment is no later than the maturity date of the endowment being replaced. There are many reasons an investor may seek to initiate a 1035 exchange. Access to higher interest rates is one reason for a 1035 exchange. A change in investment strategy or goals could trigger a 1035 exchange. Some investors initiate a 1035 exchange to take advantage of improved benefits or features offered by the replacement asset.



Rate this 1035 exchange definition...

Learn about investing with the Investor Glossary Term of the Day


Click here for insightful stock market charts. Where is the market headed? The answer may surprise you. Find out
with the exclusive & Barron's recommended charts of Chart of the Day.


Popular Terms: reverse mortgage, deferred revenue, 144a, current ratio, required rate of return, option premium, implied volatility, class C shares, ex-dividend, inflation, per diem, balance sheet, in escrow, cancelled check, margin rate, FICO score, stock split, 1035 exchange, average price per share, retained earnings, real GDP, 1031 exchange, Zero Cost Collar, ex-dividend date, 401a, LIBOR, open position, annual return, stock market close, deferred tax, minority interest, covered put, irrevocable trust, VIX, FTSE, liquidity ratio, wholly-owned subsidiary, APR, diluted share, limit order, command economy, debt service coverage, quality assurance, EBITDA, Key Rate Duration, phantom income, risk management, labor relations, dividends payable


Accounting | Banking | Bonds | Brokers | Economy | Futures | Mutual Funds | Options | Real Estate | Retirement | Stocks | Taxes | Technical Analysis
Home | Term of the Day | Suggest a Term | Chart of the Day | Dogs of the Dow
©2004-2016 Investor Glossary - All rights reserved - Terms of Use