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Financial Terms

Financial Terms

1035 Exchange

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange.

401(k) Plan

A qualified retireme...

July 26, 2018

Tax Forms

These links will let you download the Internal Revenue Service’s most frequently requested tax forms. Clicking on one of these links will download a PDF version of the form directly from the Internal Revenue Service website.


U.S. Individual Income Tax Retur...

Key dates from the federal tax calendar. 

January 31

Employers must send out W-2 Forms and 1099 Forms to employees and non-employees who provide services.

February 15

If you claimed exemption from income tax withholding on the W-4 Form you gave your employer last year, you...