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.
