Jeremy Gussick, MBA, CFP, of LPL Financial, is no stranger to our subscribers. He has become one of our Social Security and retirement planning go-to experts. Today, he talks about Medicare and other Social Security benefits and when, where, and if taxation comes into play.Read More
Tax Warrior Chronicles
By: Tiffany Diaz, CPA
In a perfect world, retirees would receive post-retirement payments from former employers tax-free. However, a recent IRS letter ruling puts a damper on that notion. In this short blog, we give an overview of the details and the only exception to the rule regarding post-retirement payments.Read More
The 3.8% surtax on unearned income of higher-income individuals, which went into effect just last year, is likely to play a prominent role in your year-end tax planning. After working through the mechanics of the new tax for the first time in 2013, The Tax Warriors® have come up with a handy list of planning ideas aimed at reducing exposure to the surtax on investment income.