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Tag Archives: Investment Income & Gains
A required minimum distribution (RMD) is the annual amount that must be withdrawn from a traditional IRA or a qualified retirement plan (such as a 401(k), 403(b), and self-employed plans) after the account owner reaches the age of 70½. The … Read more
Accounting & Tax :: Year-end planning: reducing exposure to the new 3.8% surtax on unearned income – Part I
Year-end tax planning for 2013 includes a new and unwelcome complication: the 3.8% surtax on unearned income. This two-part article takes a look at year-end moves that can be used to reduce or eliminate the impact of this surtax. Part … Read more
Tax planners and their clients face the prospect of a darker tax climate in 2013 for investment income and gains. Under current law, higher-income taxpayers will face a 3.8% surtax on their investment income and gains under changes made by … Read more