What are the tax implications of investing with Virtus?

Asked a year ago
The tax implications of investing with Virtus Investment Partners vary depending on the specific investment product and the investor's individual circumstances. Generally, investing in Virtus mutual funds may result in taxable income and/or capital gains distributions. These distributions are typically subject to federal and state income taxes. However, tax-exempt funds are also available and may offer potential tax advantages to eligible investors. It is important for investors to consult with their tax advisor or professional to determine the potential tax implications of investing with Virtus and to understand how their personal tax situation may be affected. Virtus does not provide tax advice, and this information should not be considered tax or legal advice.
Adam Goldkamp is the editor / author responsible for this content.
Answered May 3, 2024

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