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Exclusion Ratio

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Exclusion Ratio
The portion of the return on investments that is income tax exempt. It represents a payback of initial investments rather than capital gains.

Notes:
The exclusion ratio arises mainly through different forms of non-qualified insurance annuities.


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And the exclusion ratio of a payout annuity provides a tax advantage if the premium came from a taxable account.
Fencing in the risk: medically underwritten immediate annuities are ... by Panko, Ron / Best's Review
To calculate the exclusion ratio for E, the total expected return she will receive (i.
A primer on annuities by Schulman, Michael David / The Tax Adviser
Income tax consequences to Bill Newsome Step 1 The exclusion ratio is 16.
Preserving the family legacy: the estate tax "repeal" doesn't ... by Knight, Ray A. / Journal of Accountancy
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