Tax Advantages of an Annuity

Part of each annuity payment is a tax-free return of your money. See the split.

Your numbers

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Taxable portion

Of each payment
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For a non-qualified annuity, the exclusion ratio, cost basis divided by expected total payments, sets the tax-free portion of each payment; the rest is taxable. Once you recover your basis, payments become fully taxable. Simplified, not tax advice.

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