Exclusion Ratio

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Exclusion Ratio

The percentage of an investor's return that is not subject to taxes. The exclusion ratio is a percentage with a dollar amount equal to the payback on one's initial investment. Any return above the exclusion ratio is subject to taxes. Most of the time, the exclusion ratio applies to non-qualified annuities.

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No references found			This strategy will also serve to avoid the exclusion ratio calculations for an IRA account with pre--and post-tax balances. New taxes in a new(er) Washington by Cortazzo, Mark A. / Boomer Market Advisor 2) This gain was reported ratably over F'S life expectancy (3) The investment in the contract to compute the exclusion ratio was F'S basis in the property transferred. Watch out for private annuities: favorable income tax treatment would ... by Josephs, Stuart R. / Journal of Accountancy 529(c)(6) imposes a 10% penalty on the income portion of any distribution in excess of QHEEs, computed using the annuity exclusion ratio. PPA '06 makes Sec. 529 tax incentives permanent by Moody, B.I., III / The Tax Adviser			Exchange Rate Bands Exchange Rate Mechanism Exchange Rate Risk Exchange Ratio Exchange Risk Exchange Traded Fund Exchange Traded Funds Exchange Traded Note Exchange Traded Notes Exchange Value Exchange, The Exchange-Traded Fund Exchange-Traded Option exchange-traded security Exchangeable Exchangeable Bond Exchangeable Debt Exchangeable Instrument Exchangeable Security Exchequer Excise Tax Excludable Amount of Pension Excluded Gain Exclusion Exclusion Percentage Exclusion Ratio Exclusionary Self-Tender Exclusionary Tender Offer exclusionary zoning Exclusions from Medical Benefits Exclusions of Policy Exclusive exclusive agency exclusive agency listing exclusive right to sell listing exculpatory clause EXDEC Execucao hipotecaria execute executed contract Executieverkoop Execution Execution Costs Executive Order 6102 executive suite executor executor or executrix Executor/Executrix executory contract executory interest executrix			exclusion exclusion exclusion exclusion exclusion Exclusion area Exclusion area Exclusion Area Boundary exclusion chromatography exclusion chromatography exclusion chromatography Exclusion clause Exclusion Clauses exclusion colitis Exclusion criteria exclusion from base price exclusion from commerce exclusion from favor Exclusion from Medical Benefits exclusion of entitled owner Exclusion of Policy exclusion of workers Exclusion Percentage exclusion principle exclusion principle exclusion principle exclusion principle exclusion principle Exclusion principle (disambiguation) Exclusion principle (disambiguation) Exclusion Ratio Exclusion Ratios Exclusion zone Exclusion zone Exclusion zone exclusion zones Exclusion, Rights and Justice Exclusion-inclusion Exclusion-inclusion principle exclusionary exclusionary exclusionary exclusionary Exclusionary Clause exclusionary provision exclusionary rule exclusionary rule exclusionary rule exclusionary rules exclusionary rules exclusionary rules Exclusionary Self Tender Exclusionary Self Tenders Exclusionary self-tender Exclusionary Self-Tenders exclusionary tender offer Exclusionary Tender Offers exclusionary zoning exclusionism exclusionist exclusionistic

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