A friend and colleague of mine, Ken Weingarten, recently was interviewed by the Wall Street Journal for their annual tax special. He makes some great points about 4 HUGE changes coming in the way of taxation for investors next year.

The changes include an increased capital gains tax rate,  increased qualified dividend tax rates, increased top marginal income tax rates, and a Medicare Surtax of 3.8% on unearned income for taxpayers earning more than $250,000. All of these changes should impact how and where you invest the different portions of your portfolio.

For more on this topic, read my blog article Advance Tax Deferral.

Rich Feight, CFP
Rich Feight, CFP

Hi, I'm Rich Feight I'm a fee-only Certified Financial Planner, successful business owner, and self-made millionaire that knows how to beat the system and become wealthy. I have a lot of clients that have done it too. I'm also pretty good at finding that ever-elusive work/life balance so many of us strive for. Lucky for you I have an abundant mindset and give all my knowledge away on my blog. So if you want to know what it takes to become a millionaire, follow me.

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