In This Issue:
- New 3.8% Medicare contribution tax: Do you know how to reduce or eliminate your liability?
- Estate planning for adopted children and stepchildren
- Shipping your trust over the state line to...more
One of the funding mechanisms for health care reform is a new 3.8% Medicare contribution tax on net investment income (NII) going into effect this year. The tax applies to higher-income individuals as well as to trusts and...more
The Roth IRA is the better-looking (and smarter!) cousin of the traditional IRA. The Roth IRA came into existence in 1997 as part of the Taxpayer Relief Act. The provision was named for Senator William Roth of...more
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