Are your clients ready for the Medicare surtax?

03/4/2013 | InvestmentNews (free registration)

A 3.8% Medicare surtax on certain types of income took effect in January, but it's not too late for financial planners to help their clients structure their investments accordingly. The surtax is expected to hit high-income taxpayers the hardest, especially those with interest income. Planners can use several strategies to respond to the surtax, tailored to the needs of individual clients. For more PFP/PFS member resources to plan for the Medicare surtax, visit the AICPA's Proactive Planning for 2013 Toolkit.

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