Nice site - especially like the Tontinator that shows how different investment options, ages and amounts perform.
I was hoping to find some information on taxation of the distributions from a tontine trust fund.
Specifically:
- How are these distributions treated from a taxation standpoint?
- What happens if the principal decreases below the initial investment amount Does that create a tax loss situation?
- Is taxation reflected in the break-even estimation on the Tontinator?
Exciting times!