What Is Annuity Exclusion Ratio?

1. 

   0 POINTS

   

   Contact David Racich Contact David Racich by filling out the form below

   
   Name
   

   
   Email
   

   
   Phone Number
   

   
   Message
   

   Please leave this field empty.
   

   Δ

   Contact Me

   view profile
   David RacichPRO

   Fountain Hills, Arizona

   The exclusion ratio is the portion of an annuity that is a return of basis or original contribution starting of the first payment amortized to the annuitant’s expected mortality and is, as basis, nontaxable. The exclusion ratio is used in lifetime payout schedule or life time annuitization. Almost any annuity can be annuitized for the life of the annuitant.
     

   Answered on May 21, 2013

   +0

   1 0

   +1 this answer

   flag this answer

   view more answers by David Racich
Did you find these answers helpful?
Yes
No
Go!

Add Your Answer To This Question

You must be logged in to add your answer.