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Tax Planning

Adjusting to the 3.8% Medicare Surtax

Submitted by Bernhardt Wealth Management on April 15th, 2013

The new 3.8% surtax on unearned income that took effect on January 1 2013 applies to individuals with Modified Adjusted Gross income (MAGI) in excess of $200000 and couples with MAGI in excess of $250000. Of course the tax tail should never wag the dog but here are some strategies that might help you minimize the tax bite:

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The Medicare Surtax

Submitted by Bernhardt Wealth Management on January 2nd, 2012

It may have seemed a ways off when this provision was first introduced into the tax code but starting in 2013 couples filing jointly with more than $250000 of Modified Adjusted Gross Income (MAGI) ($200000 for single filers) will owe a 3.8% Medicare tax on the lesser of net investment income—including interest dividends capital gains annuities rents and royalt

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  • Medicare
  • Retirement Planning
  • Tax Planning
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Savvy Mutual Fund Tax Moves

Submitted by Bernhardt Wealth Management on December 26th, 2011

Year-end is always hectic but it’s well worth taking the time to consider a few investment moves that could have positive tax ramifications.

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  • Investment Planning
  • Tax Planning
  • Wealth Enhancement
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