A friend and colleague of mine, Ken Weingarten,Â 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, Â increased qualified dividend tax rates, increased top marginal income tax rates,Â and aÂ 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 yourÂ portfolio.
For more on this topic, read my blog article Advance Tax Deferral.