Month: March 2015

A key component of retirement planning is estimating what we will receive from Social Security when we retire. But thinking about Social Security is not just for those 60 and over, so let's put Social Security into context. Social Security benefits are calculated...

One of the byproducts of the Affordable Care Act is a new tax called the Net Investment Income Tax (NIIT). This is an additional 3.8% tax on income for certain high income taxpayers who have investment income. The calculation is somewhat complex, but generally, if you...