Tax Warrior Chronicles

Medicare and Your Social Security Benefits

Posted on Wed, Sep 08, 2021

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.

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IRS Rules Post-Retirement Payments Are Subject to Self-Employment Tax

Posted on Tue, Feb 21, 2017

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.

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Year-End Planning Strategies for the Net Investment Income Tax

Posted on Mon, Oct 27, 2014

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.

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Avoiding April 15th Sticker Shock: Additional Medicare Tax May Warrant Strategic Adjustments

Posted on Wed, Jul 10, 2013


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Managing Net Investment Income Against the 3.8% ObamaCare Surtax

Posted on Mon, Jan 14, 2013


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