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    usually steps in and says mutual fund tax treatment is so much better than variable annuities, is this true? It is
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    Mutual funds are taced at long term capital gains rate right? Wrong. There seems to be some confusion to how mutual funds are taxed. What you need to know is there are distributions on mutual funds that are taxable. These are called annual distributions and are made in late November and early December. These distributions, if the fund has any gains, are taxed at either ordinary income or long term capital gains tax.

    This is where the anti-annuity crowd usually steps in and says mutual fund tax treatment is so much better than variable annuities, is this true? It is

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    funds are taxed. What you need to know is there are distributions on mutual funds that are taxable. These are called annual distributions and are made in late November and early December. These distributions, if the fund has any gains, are taxed at either ordinary income or long term capital gains tax.

    This is where the anti-annuity crowd usually steps in and says mutual fund tax treatment is so much better than variable annuities, is this true? It is

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    d annual distributions and are made in late November and early December. These distributions, if the fund has any gains, are taxed at either ordinary income or long term capital gains tax.

    This is where the anti-annuity crowd usually steps in and says mutual fund tax treatment is so much better than variable annuities, is this true? It is

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    ains, are taxed at either ordinary income or long term capital gains tax.

    This is where the anti-annuity crowd usually steps in and says mutual fund tax treatment is so much better than variable annuities, is this true? It is

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    usually steps in and says mutual fund tax treatment is so much better than variable annuities, is this true? It is not. You have 3 taxes with mutual funds, the short term distributions (distributed usually every year), long term capital gains (distributed usually every year) and then when you sell the fund you will have another long term capital gain (I am assuming you made money with the fund). I did not mention dividend tax because not all funds have dividends, that would make 4 taxes on mutual funds.

    With portfolio turnover rates at about 75% we are finding that

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