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1035 exchange

A tax-sheltered 

Exchange

 of 

Cash

 value from one life 

Insurance

 policy to another. This allows an individual to avoid 

Capital

 gains or losses in the first 

Policy

 as 

Long

 as the second 

Policy

 is of greater or equal cost.



Related Terms: 16

Capital

,

Cash

,

Cap

,

Cash value

,

Exchange

,

Insurance

,

Insurance policy

,

Long

,

Life insurance

,

Low

,

Lows

,

OID

,

Policy

,

SEC

,

Tax

,

Void


Other Related Pages:

Category: Taxes


Starting With: 1


Semi Related Terms: 687  CLICK HERE TO VIEW

10-Q

,

1035 exchange

,

52-week low

,

Accelerated Cost Recovery System

,

Acquisition cost

,

Accreted value

,

Accrual of discount

,

After-tax basis

,

American Stock Exchange

,

Amortization of premium

,

Amortized value

,

At par

,

All or any part

,

At best

,

At call

,

Accumulated earnings tax

,

Accommodative monetary policy

,

Adjustable life insurance

,

All-risks coverage

,

At risk

,

Add-on service

,

Abstract of title

,

Action to quiet title

,

As is

,

Assignment to creditors

,

Attorney in fact

,

Assignment of mortgage

,

Average life

,

A shares

,

At the money

,

After-tax contributions

,

Across the board

,

Additional paid-in capital

,

Abusive tax shelter

,

After-tax

,

Alternative Minimum Tax

,

Assessed value

,

Against the box

,

At the bell

,

At the close

,

At the figure

,

At the full

,

At the market

,

At the opening order

,

Away from the market

,

Below the line

,

Books of final entry

,

Books of original entry

,

Book value per share

,

Banking Act of 1933

,

Bid-to-cover ratio

,

Bureau of Public Debt

,

Brought over the wall

,

Buying on margin

,

Buy on close

,

Buy on opening

,

Buy the book

,

Balance of payments

,

Board of Governors

,

Breaking the syndicate

,

Bill of exchange

,

Bill of sale

,

Breach of trust

,

By the book

,

Breakup value

,

B shares

,

Before-tax income

,

Break-even tax rate

,

Breadth-of-market theory

,

Beat the gun

,

Capital

,

Capital appreciation

,

Capital asset

,

Capital efficiency

,

Capital expenditure

,

Capital growth

,

Capital investment

,

Capitalized cost

,

Capital liability

,

Capital loss

,

Capital resource

,

Cash

,

Cash asset ratio

,

Cash basis

,

Cash budget

,

Cash control

,

Cash conversion cycle

,

Cash cycle

,

Cash earnings

,

Cash equivalence

,

Cash journal

,

Cash ratio

,

Cost Accounting

,

Cost Of Goods Sold

,

Cost of sales

,

Cash reserves

,

Cap

,

Capital market

,

Capital structure

,

Cash equivalents

,

Certificate of Participation

,

Committee on Uniform Securities Identification Procedures

,

Conversion value

,

Current market value

,

Cash account

,

Code of procedure

,

Chicago Mercantile Exchange

,

Cash dividend

,

Capitalization of income

,

Cap rate

,

Capital account

,

Capital consumption allowance

,

Capital formation

,

Cost of Living Adjustment

,

Cost-of-living index

,

Council of Economic Advisers

,

Cash and carry trade

,

Cash commodity

,

Cash market

,

Cash price

,

Cash settlement

,

Chasing the market

,

Cheapest to deliver

,

Chicago Board of Trade

,

Commodities Exchange Act

,

Commodities Exchange Center

,

Commodity Exchange

,

Cost basis

,

Cash surrender value

,

Cash value

,

Cash value life insurance policy

,

Cash withdrawal

,

Casualty insurance

,

Casualty loss

,

Chartered Life Underwriter

,

Convertible term insurance

,

Cost-of-living rider

,

Credit insurance

,

Credit life insurance

,

Capital budget

,

Capital gains distribution

,

Certificate of stock

,

Chicago Board Options Exchange

,

Cost of carry

,

Certificate of title

,

Cancellation of debt

,

Cash advance

,

Cash collateral

,

Cash credit

,

Cash-out refinancing

,

Certificate of Claim

,

Cost of debt capital

,

Cost of funds

,

Capital appreciation fund

,

C shares

,

Class of options

,

Close to the money

,

Cash Against Documents

,

Certificate of Occupancy

,

Cloud on title

,

Cash-balance plan

,

Cash or Deferred Arrangement

,

Capital Asset Pricing Model

,

Capital commitment

,

Cash sale

,

Class A Shares

,

Class B Shares

,

Contributed capital

,

Crash of 1929

,

Crash of 1987

,

Capital gains tax

,

Capital loss carryover

,

Consolidated tax return

,

Coefficient of determination

,

Cash buying

,

Cash delivery

,

Certificate of delivery

,

Close a position

,

Cornering the market

,

Curbs in

,

Corporate venture capital

,

Deferred tax

,

Depreciated cost

,

Deposit in transit

,

Date of issue

,

Date of payment

,

Debt capital

,

Dual currency bond

,

Dual listing

,

Division of Enforcement

,

Division of Investment Management

,

Division of Market Regulation

,

Do Not Reduce

,

Date of record

,

Dividend in arrears

,

Desk (the)

,

Division of labor

,

Decreasing term life

,

Disability insurance

,

Dual life insurance

,

Discounted Cash Flow Analysis

,

Doing business as

,

Durable Power of Attorney

,

Date of maturity

,

Debtor in possession

,

Debtor-in-possession financing

,

Deed of Release

,

Deed of Trust

,

Discharge of bankruptcy

,

Discharge of lien

,

Due-on-sale clause

,

Dollar cost averaging

,

Dual-purpose fund

,

Deep in the money

,

Deep out of the money

,

Deed of Surrender

,

Department of Housing and Urban Development

,

Dogs of the Dow

,

Daily low

,

Depth of market

,

Economic value

,

Eurodollar certificate of deposit

,

Escrowed to maturity

,

Exchange

,

Ex-legal

,

Either-or order

,

Exchange seat

,

Exchange rate

,

Easy monetary policy

,

Employer Cost Index

,

Employment Cost Index

,

E-mini

,

Exchange against actuals

,

Exchange for futures

,

Exchange for physical

,

Exchange of spot

,

Exchange versus cash

,

Ex-pit transaction

,

Excess insurance

,

Executive indemnity insurance

,

Effective tax rate

,

Ex-all

,

Exchange ratio

,

Exchange fund

,

Exchange privilege

,

Exchange-traded option

,

Ex-warrants

,

Estate tax

,

Employee Retirement Income Security Act of 1974

,

Equity capital

,

Ex-rights

,

Ex-rights date

,

Earned income tax credit

,

Estimated tax

,

Excess profits tax

,

Excise tax

,

Exchange distribution

,

Financial capital

,

First In First Out

,

Fixed cost

,

Form 10-Q

,

Federal Deposit Insurance Corporation

,

First call date

,

Flight to quality

,

Flow of funds

,

Fill or kill

,

Front-ending an order

,

Floating exchange rate

,

Foreign exchange

,

Foreign exchange rate

,

Forward exchange rate

,

Forward P/E

,

Factors of production

,

Favorable balance of trade

,

Fiscal policy

,

First board

,

First notice day

,

Fair market value

,

First preferred stock

,

Form S-1

,

First mortgage

,

Family of funds

,

Fund of funds

,

Finite-life REIT

,

Federal Insurance Contributions Act

,

Free right of exchange

,

Federal ID Number

,

Federal Tax Identification Number

,

Federal tax lien

,

Flat tax

,

Franchise tax

,

Fair value

,

First-round financing

,

G-7

,

General Agreement on Tariffs and Trade

,

Great Depression

,

G-8

,

Group insurance

,

Gather in the stops

,

Greater fool theory

,

Gift tax

,

Going long

,

Historical cost

,

Hart-Scott-Rodino Act of 1976

,

Hit the bid

,

House of issue

,

Hang Seng Index

,

Hazard insurance

,

Health insurance

,

Health Insurance Portability and Accountability Act

,

Holder in due course

,

Hang out loan

,

Home equity line of credit

,

Hidden tax

,

High-low index

,

Hammering the market

,

Held at the opening

,

Holding the market

,

Imputed value

,

In escrow

,

Intrinsic value

,

Invested capital

,

Investment value

,

In-house

,

Investment Advisor Act of 1940

,

Investment Company Act of 1940

,

In line

,

Individual policy pension trust

,

Insurance

,

Insurance agent

,

Insurance broker

,

Insurance carrier

,

Insurance claim

,

Insurance examiner

,

Insurance policy

,

Insurance premium

,

Insider Trading sanctions Act of 1984

,

Internal Rate of Return

,

Indication of interest

,

In intestacy

,

Interest rate cap

,

In play

,

In-process research and development

,

Investment policy

,

I/O strip

,

Inheritance tax

,

In-service withdrawal

,

Individual tax return

,

Imbalance of orders

,

In and out

,

Individual investor

,

In sympathy

,

In the tank

,

Invisible venture capital

,

Jumping the gun

,

Joint life annuity

,

Joint tax return

,

Last In First Out

,

Liquidation value

,

Lender of last resort

,

Law of one price

,

Long

,

Long Bond

,

Long position

,

Long-term

,

Lending at a rate

,

Limit-on-close order

,

Long Market Value

,

Law of demand

,

Law of supply

,

London International Financial Futures and Options Exchange

,

Long hedge

,

Level premium insurance

,

Level term insurance

,

Life expectancy

,

Life insurance

,

Long-term care insurance

,

Long-term debt

,

Long-Term Equity Anticipation Securities

,

Letter of comment

,

Lifetime cap

,

Line of credit

,

Loan-to-cost

,

Loan-to-value

,

Loan value

,

Loan-value ratio

,

Lock-in

,

Long-term mortgage

,

Long leg

,

Long straddle

,

Long-term lease

,

Life annuity

,

Life expectancy method

,

Large cap

,

Leading the market

,

Like-kind exchange

,

Locked in

,

Long-term gain or loss

,

Loss carryover

,

Luxury tax

,

Level I quotes

,

Long squeeze

,

Low

,

Lows

,

Modified cash basis

,

Maturity value

,

Municipal bond insurance

,

Municipal Bond Insurance Association

,

Make a market

,

Market if touched order

,

Market on close order

,

Mark-to-market

,

Medium of exchange

,

Marginal propensity to consume

,

Monetary policy

,

Major medical insurance

,

Master policy

,

Mortgage life insurance

,

Money at call

,

Market cap

,

Medium-cap

,

Micro cap

,

Mid cap

,

Market-value weighted index

,

Net book value

,

Non-cash expense

,

Negotiable certificate of deposit

,

Negotiable Order of Withdrawal

,

New York Stock Exchange

,

Notice of Sale

,

National Association of Securities Dealers

,

National Association of Securities Dealers Automated Quotations system

,

Net capital ratio

,

No limit order

,

No quote

,

New York Futures Exchange

,

No-Fault

,

Nonparticipating life insurance policy

,

Net Asset Value

,

No-Action Letter

,

Null and void

,

No-lien affidavit

,

Notice of Default

,

No-load

,

Non-resident alien tax

,

National Association of Real Estate Investment Trusts

,

Nasdaq Small Cap Market

,

No-load stock

,

Nominal capital

,

Nominal value

,

Net change

,

No book

,

Off the books

,

One time charge

,

Operating cash flows

,

Original cost

,

Other current assets

,

Other long term liabilities

,

Office of Thrift Supervision

,

OID

,

Out-of-favor

,

Over-the-Counter

,

On-floor order

,

On margin

,

Or better

,

Other income

,

One-share one-vote rule

,

Opinion of title

,

On account

,

On-the-spot loan

,

Out of the money

,

Old age, survivors, and disability insurance

,

Ordinary loss

,

On-balance volume

,

On close

,

One man picture

,

On open

,

On the opening

,

Option exchange

,

Permanent capital

,

Petty cash

,

Pooling of interests

,

Pre-tax profit margin

,

Profit and loss statement

,

Payment-in-kind security

,

Premium over bond value

,

Premium over conversion value

,

Price Value of a Basis Point

,

P&L

,

Participating insurance

,

Policy

,

Policy limit

,

Policy loan

,

Policy surrender

,

Private Mortgage Insurance

,

Power of Attorney

,

Prioritization of debt

,

Private Market Value

,

Passive loss

,

Property tax

,

Paid-in capital

,

Paid-in surplus

,

Private Investment in Public Equity

,

Perfect capital market

,

Portfolio insurance

,

Preservation of capital

,

Progressive tax

,

Proportional tax

,

Painting the tape

,

Paper loss

,

Primary exchange

,

Replacement cost

,

Replacement value

,

Residual value

,

Return of capital

,

Return on Capital

,

Return on Invested Capital

,

Return on Total Assets

,

Regulation Q

,

Reading the tape

,

Regulation D

,

Regulation G

,

Regulation T

,

Regulation U

,

Round of funding

,

Rules of Fair Practice

,

Rate of exchange

,

Reciprocal of European terms

,

Reduced paid-up insurance

,

Replacement cost insurance

,

Red herring

,

Regulation A

,

Right of first refusal

,

Right of rescission

,

Right to Know

,

Revolving line of credit

,

Right of recourse

,

Rule of 78

,

Right of redemption

,

Retirement Equity Act of 1984

,

Regressive tax

,

Return on Capital Employed

,

Rate of return

,

Real rate of return

,

Regional exchange

,

Risk capital

,

Salvage value

,

SEC filing

,

SG&A

,

Savings Association Insurance Fund

,

Sight letter of credit

,

S&L

,

SEC

,

Securities and Exchange Commission

,

Straight value

,

SEC fee

,

Segregation of securities

,

Sell the book

,

Stop-loss

,

Second preferred stock

,

Standard of living

,

Second-to-die insurance

,

Self insurance

,

Single-premium life insurance

,

Stock life insurance company

,

Surrender value

,

Survivorship insurance

,

Stock exchange

,

Severally but not jointly

,

Statute of Limitations

,

Satisfaction of debt

,

Second mortgage

,

Scorched-earth policy

,

Staggered board of directors

,

Selling the spread

,

Short market value

,

Single-life annuity

,

Social Security Tax

,

Shareholder value

,

Small cap

,

Selling short against the box

,

Shorting against the box

,

Sales tax

,

S Corporation

,

Self-employment tax

,

Separate tax returns

,

Short-term gain or loss

,

Sin tax

,

Subchapter M

,

Subchapter S Corporation

,

Schedule C

,

Securities Act of 1933

,

Securities Acts Amendments of 1975

,

Securities Exchange Act of 1934

,

Seek a market

,

S&P phenomenon

,

Seed capital

,

Total cost

,

Tax anticipation note

,

Tax-exempt bond

,

Tax renevue anticipation note

,

T-Bill

,

Term to maturity

,

Take a position

,

Trailing P/E

,

Tight monetary policy

,

Tax haven

,

Term insurance

,

Title insurance

,

Tax

,

Tax schedule

,

Tenancy by the entirety

,

Truth in Lending

,

Tax-free bond fund

,

Tax-managed fund

,

Theoretical value

,

Tax lien

,

Tax roll

,

Tenancy at will

,

Transfer tax

,

Tax deferral

,

Tax-deferred

,

The Street

,

Timing the market

,

Tax-advantaged

,

Tax audit

,

Tax base

,

Tax basis

,

Tax bracket

,

Tax-deductible

,

Tax deduction

,

Tax-efficient

,

Tax evasion

,

Tax-exempt

,

Tax identification number

,

Tax loss carryback

,

Tax loss carryforward

,

Tax lot

,

Taxpayer Relief Act of 1997

,

Tax planning

,

Tax preference item

,

Tax Reform Act of 1986

,

Tax Reform Act of 1993

,

Tax return

,

Tax sale

,

Tax shelter

,

Tax shield

,

Tax swap

,

Tax tables

,

Take a bath

,

U.S. Government Agency Security

,

U.S. Savings Bond

,

U.S. Treasury

,

U.S. Treasury Bill

,

U.S. Treasury Bond

,

U.S. Treasury Note

,

U.S. Treasury Securities

,

Unlimited tax bond

,

Umbrella liability insurance

,

Universal life

,

Unified Tax Credit

,

Unit of trade

,

Unit of trading

,

Unrealized loss

,

Value stock

,

Vanishing premium policy

,

Variable life

,

Variable universal life

,

Void

,

Value averaging

,

Value investing

,

Value Added Tax

,

Venture capital

,

Venture capital limited partnership

,

Working capital

,

Written-down value

,

Waiver of premium

,

Working capital loan

,

W-2 Form

,

W formation

,

When, as, and if issued

,

X or XD

,

Year-To-Date

,

Yield to call

,

Yield to maturity

,

Yield to worst

,

Y shares


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