Posts Tagged ‘investment’
The Blatt Watch by Peter Blatt: Safe money is more important than money at risk
From the desk of Peter Blatt, J.D., LL.M. What a trip to New Jersey can teach you about investing Last week, I spent several days in New Jersey – the…
Read MoreThe Blatt Watch by Peter Blatt: Lessons of Mutual Funds vs ETFs
In this article, Peter explains the defining differences between mutual funds and their low-cost, liquid cousins, ETFs.
Read MoreThe Blatt Watch by Peter Blatt: Compartmentalizing the Risk and Worry of Your Investments
Do you set aside time each day to worry? Some researchers think you should, and Peter thinks it’s good for your investment portfolio.
Read MoreThe Blatt Watch by Peter Blatt: How the Government Plans to Tax Our Investments Now
You have only 150 days left until the new tax laws come into effect. The health care law has been declared constitutional; the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax; it will go into effect on January 1, 2013.
This new surtax will be assessed on the lesser of a) net investment income or b) the excess of modified adjusted gross income (MAGI) over the “threshold amount.” For married taxpayers filing jointly, the threshold amount is $250,000; married filing separately, $125,000; all other individual taxpayers, $200,000. For trusts and estates, it is the beginning of the top income tax bracket ($11,650 in 2012).
Read MoreThe Blatt Watch by Peter Blatt: The War on Seniors, Savers and Planners – Part II
From the desk of Peter Blatt April 19, 2012 This article continues from Part I of my installment on the War on Seniors, Savers, and Planners, found here. Why the…
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