Medicare Tax

Summer Refresher: The 3.8% Medicare Surtax

One favorite guest re-post deserves another. This next one originally arrived just in time for Halloween. Authored by Larry Annello (shortly before our two firms merged into SageBroadview), the witching season went well with the theme of the then-new, potential 3.8% Medicare surtax on
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prepare adult child for emergencies

SBV In The News: How to Prepare With Your Adult Child for Emergencies

AARP.org interviewed Sheri about her son Dominic’s recent accident and how she was prepared for dealing with it.  Dominic is doing great. Sheri’s interview is a must read for parents with children over 18.  Here is an excerpt from Mary W. Quigley’s article “How
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18 year old finance

Sage Advice Worth Repeating to BOTH of My Adult Children

It’s official. Last week, my days as a legal guardian came to an end when my younger son Devon celebrated his 18th birthday.   Any parent can relate to my need for some extra oxygen just to share this news, let alone believe it myself. It’s also hard to accept that it’s been 19 months
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Rising Tax Rates May Not Sink the Roth Conversion

Rising Tax Rates May Not Sink the Roth Conversion

By Guest Author: Robert C. Lickwar, CPA, MST In recent years, we have enjoyed a variety of strategies for advantageously converting traditional IRAs into Roth IRAs. With tax rates now steeply on the rise on a number of fronts, many taxpayers may think that the conversion boat has alre
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Boo! The Lurking 3.8% Medicare (Medi-scare) Surtax

Boo! The Lurking 3.8% Medicare (Medi-scare) Surtax

By Guest Author: Lawrence J. Annello, CPA/PFS, CFP® Principal at SageBroadview While diminutive, candy-seeking ghosts and goblins are soon to haunt our doorsteps, my real fears lie elsewhere this Halloween: I’m afraid there are a lot of Americans who have not planned ahead for the NEW
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Basic Estate-Planning Documents for Adult Children

Basic Estate-Planning Documents for Adult Children

In last week’s blog post, I celebrated my eldest son’s 18th birthday, even as I nursed a twinge of regret (okay, more than a twinge) over the end of his childhood. While our children may remain financially dependent well beyond their teen-age years, they are legally independent once t
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Hot Off the Press: Dominic the Firefighter

Hot Off the Press: Dominic the Firefighter

My son Dominic has been a Junior Firefighter for over a year and a half now, but he moves to Volunteer Firefighter status on his 18th birthday – today! Have you ever wondered what it takes to be a fire fighter? Check out the program Dominic attended last summer to pass his Fire Fighte
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A Lost & Found for Your Money?

A Lost & Found for Your Money?

Your favorite sweatshirt. An unfinished paperback. That doggy bag left on the table. Small losses when they go missing, but don’t you just hate that sinking feeling when you realize they’re gone? As our financial holdings accumulate and our memories diminish, we can lose track of our
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