Springwater Wealth Management, LLC

  • Home
  • Who We Are
  • How We Help
  • Who We Serve
  • Resources
  • Contact Us
  • For Clients
  • Home
  • Who We Are
  • How We Help
  • Who We Serve
  • Resources
  • Contact Us
  • For Clients

Avoiding the new 3.8% tax on investment income

Posted on October 24, 2013

The new 3.8% Medicare tax on net investment income took effect on January 1.  It only affects higher-income individuals, but that can include anyone who has a big one-time receipt of investment income or gain beginning this year.  An October 15, 2013 article on MarketWatch provides a helpful summary on the basics of the tax, as well as a few strategies to minimize your exposure.  You can read the entire article here.

Filed Under: Financial Planning, Services, Wealth Management // Tagged: personal finances, taxes, U.S.

OUR LOCATIONS

Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

615 Water Street
Santa Cruz, CA 95060

Schedule a Free Consultation

If you'd like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.

Connect with Us

Want to keep up with the latest news from Springwater? Follow us across our social networks.
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube
  • Disclosure
  • Privacy Policy
  • Fiduciary Commitment
  • Financial Links

© Copyright 2016 · Springwater Wealth Management, LLC · All Rights Reserved