Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Compass
|
Regional Vice President of Sales The Retirement Plan Company
|
AimPoint Pension
|
Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
New 3.8% Investment Tax Raises Flags
The Wall Street Journal; subscription may be required Feb. 10, 2014
"Congress enacted the 3.8% surtax on dividends, interest and other income back in 2010, but didn't make it effective until tax year 2013. Even though advisers have been studying the tax's rules, many still have some questions as they help clients report the tax for the first time.... Tax experts want more direction from the Internal Revenue Service on how to report retirement income and calculate write-offs for state and local taxes and certain expenses that are also subject to the tax."
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |