What is Your Annuity Exclusion Ratio – and How Could It Affect Your Retirement Tax Liability?

When it comes to annuities, people can have many questions. “What is the annuity exclusion ratio?” is a common one, especially for those considering immediate annuities. Many investors also ask … Continue reading What is Your Annuity Exclusion Ratio – and How Could It Affect Your Retirement Tax Liability?