3.8 percent surtax

3 Rules You Must Know About the 3.8% Surtax

The rules governing the 3.8% surtax are incredibly complicated, and it is unlikely that you will ever need to know more than a handful of them. If you have an IRA or other retirement account, that handful of rules likely includes one or more of the three discussed in this article.

3.8% Surtax: What You Need To Know

This week the Ed Slott IRA Discussion Forum featured a question on the recent Health Care Legislation. The new laws will impact IRAs in a number of ways, including a new 3.8% surtax. Curious as to how this new surtax could impact your IRA planning?

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