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Personal Finance Glossary

E-Bill EDGAR Earnings Per Share (EPS) Education IRA Emerging Market Funds Emerging Markets Equities Equity Equity Line Equity Loan Escrow Estate Planning Estate Taxes Eurodollar Evidence Of Insurability Ex-Dividend Exchange Exclusion Ratio Exclusions Executor Expense Charge

Exclusion Ratio The percentage of an annuity payment that represents return of principal and is excluded from taxable income (in the case of a non-qualified annuity).

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