Debt funds: Ideal for short to medium-term investors who prioritise income stability and capital preservation. While debt investments are taxed at 12.5% without indexation, this is applicable in ...

If your stock pays a dividend, those dividends generally are taxed at a rate of up to 15% ... If you own stock mutual funds, you're on the hook for taxes on those as well.

Because the funds in a pretax qualified annuity have never been taxed, the total amount of the payments received each year is taxable. These amounts count toward your RMDs. Over your lifetime ...

Allocation funds invest in equity and debt at fixed proportions (e.g., 65 ... Mutual fund shareholders are taxed based on any taxable events that occur as a result of the fund manager’s decisions.

bonds or mutual funds and hold them for more than a year, any gain is considered long-term. The taxation on long-term gains depends on your income and is taxed at either 0%, 15% or 20%.