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


Investor Glossary | Term of the Day | Suggest a Term | Chart of the Day | Dogs of the Dow
Investor Glossary Index >>> # 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 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
Accounting | Banking | Bonds | Brokers | Economy | Futures | Mutual Funds | Options | Real Estate | Retirement | Stocks | Taxes | Technical Analysis
©2004-2014 Investor Glossary - All rights reserved - Terms of Use