Tax Center
https://www.transamerica.com/investments/tax-center
… taxable. Other important distribution information for individual taxpayers: Distributions of long-term capital gains and from certain qualified dividends are generally not taxed at a rate greater … when an individual buys an investment, such as a mutual fund, limited partnership, annuity, or insurance policy. The load is clubbed with the first payment made by an investor, so the total …