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Personal Finance Glossary

Tax Deferral Tax-Deferred Interest Tax-Free Exchange Taxable-Equivalent Yield Technical Analysis Term Life Insurance Term Of Policy Third-Party Owner Tick Time Deposits Title Title Search Total Return Trade Sizes Trading Halt Traditional IRA Transaction Travel Accident Insurance Traveler's Message Service Treasury Bills Triple-Witching Trust Trustee Turnover (Securities) Twisting

Tax-Free Exchange The non-taxable exchange of a non-qualified annuity for another annuity, as allowed under IRS Code Section 1035. The exchange is handled directly by the two insurance companies involved, without the annuity owner actually taking receipt of the funds.

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