Category Archives: Investment Income

A new 3.8% Medicare tax on the “unearned” (investment) income of higher income individuals will take effect in 2013.

Time To Review Your Mutual Fund Investments

Time To Review Your Mutual Fund Investments, now might be a good time to review your mutual fund investments with a tax-wise eye toward improving your 2013 returns. For any investment, your actual return is the return you realize after accounting for taxes and other expenses paid on the investment. And, by their nature, mutual…
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New Tax on Investment Income

New Tax on Investment Income, a new 3.8% Medicare tax on the "unearned" (investment) income of higher income individuals will take effect in 2013. It's not too soon to look at potential strategies for minimizing the tax if you're likely to be subject to it. Who Will It Affect? The new tax will be imposed…
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