Avoid the 3.8 Percent Medicare Surtax

Avoid the 3.8 Percent Medicare Surtax

Three methods to optimize trusts

 

With the Supreme Court upholding the health care insurance reform of the Affordable Care Act earlier this summer, the additional Medicare taxes of 0.9 percent (wages) and 3.8 percent (investments) look increasingly certain to apply in 2013, especially with President Obama’s re-election. Much has been written about individual financial and tax

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