https://grreid.com/ G.R. Reid Blog G.R. Reid Associates LLP - G.R. Reid Wealth Management, LLC - G.R. Reid Health Management, LLC - G.R. Reid Insurance Services, LLC - G.R. Reid Consulting, LLC - Woodbury, New York - Great Neck, NY

A

A

A

News

Our news articles are posted on a regular basis to give our clients relevant and timely information about matters pertaining to our financial services. Browse through our current and archived articles to learn more.

Tag Archives: Investment Income & Gains

Financial & Wealth :: What Is a Required Minimum Distribution?

A required minimum distribution (RMD) is the annual amount that must be withdrawn from a traditional IRA or a qualified retirement plan (such as a 401(k), 403(b), and self-employed plans) after the account owner reaches the age of 70½.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

Posted on in category: Financial & Wealth, Personal Accounting | Tagged , , , , , , , , | Leave a comment

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

Posted on in category: Accounting & Tax, Financial & Wealth, Business Accounting, Personal Accounting | Tagged , , | Leave a comment

Accounting & Tax News :: 2012 Year-end Planning: Part 4

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

Posted on in category: Accounting & Tax | Tagged , , , , , | Leave a comment