Tag Archives: capital gains
Medicare costs can increase due to unintended consequences
In the Weekend Investor section of the October 30, 2010 Wall Street Journal, Ellen Schultz wrote an article outlining often overlooked considerations that can cause personal Medicare costs to rise and more of Social Security benefits to be taxed. In … Continue reading
Posted in Financial planning, Retirement, Taxes
Tagged capital gains, financial planning, income, IRA, medicare, premiums, retirement, Roth IRA, Social Security, taxes
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Don’t let the tax sunset leave your portfolio in the dark
At the end of 2010, tax rates will go up unless there are legislative changes amending the coming “sunset” of current tax provisions. This note takes a brief look at some of the strategies investors can use to ensure their … Continue reading
Posted in Financial planning, Investments, Taxes
Tagged capital gains, cost basis, dividends, income tax, investments, sell, taxes
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