While the debate over the fiscal cliff swirls in Washington, D.C., many Americans may be unaware of a tax that is scheduled to go into effect January 1 as part of the health-care law. Known as the unearned income Medicare contribution tax, the tax imposes a 3.8 percent levy on interest, dividends, capital gains and passive business income received by taxpayers exceeding $200,000 (or $250,000 for couples). However, the proceeds will be paid into the general treasury and has no financial link to Medicare, says Alan D. Viard of the American Enterprise Institute.
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
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Hope is not a strategy - this guide to help ensure your clients “golden years” are actually golden
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What you need to know about the TSP Modernization Act before it's passed and Trump's proposed Federal retirement benefits cuts.
Sep 28, 2017
Given the unique retirement challenges many women face, there are key considerations and strategies that may help you optimize your female clients’ Social Security.
Sep 27, 2017
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Sep 21, 2017
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