Exam term
Exclusion ratio
A calculation that divides the investment in an annuity contract by the expected return to determine the tax-free portion of each annuitized payment.
Lessons that use this term
- Tax treatment of life insurance and annuities, including modified endowment contracts California
- Annuity premium and timing structures Florida
- Annuity classification and payout options Florida
- Annuity classification and payout options New York
- Personal uses of annuities: tax deferral, retirement income, education funds, and guaranteed minimum withdrawal benefits New York
- Qualified and nonqualified retirement plans Texas
- Tax treatment of premiums and proceeds Texas