How will I be taxed on my Market Trust gains?

Modified on Mon, 09 Oct 2023 at 03:16 PM

Market Trust combines a market investment portfolio with a guaranteed interest rate product. We don’t give tax advice and you should always consult your own tax professional, but at maturity of the Market Trust program, the investment components are subject to different types of taxes:

The investment portfolio gains (if any) are taxed as long-term capital gains.

The interest paid by the guaranteed interest rate product is tax-deferred until it is withdrawn from the guaranteed interest rate product, at which time it is taxed as ordinary income.

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