2013 Brings Possible Payroll Tax on Investments as New Medicare Taxes Become Effective

Share Article

Investors need to consider tax options for planning a portfolio to allow maximum flexibility in capitalizing on opportunities that exist today. Robert Klosterman of White Oaks Wealth Advisors explores these options in his new White Paper.

News Image

Robert Klosterman, CEO & Chief Investment Officer

Planning with new eyes will be necessary to navigate through all of the new tax rules.

White Oaks Wealth Advisors, Inc. a Minneapolis, MN based, fee-only Wealth Management and Family Office firm has released a new white paper entitled: Payroll Tax on Investments…?, authored by Robert Klosterman, CEO and Chief Investment Officer of White Oaks Wealth Advisors, Inc.

The Bush Tax cuts expire at the end of the year and the Medicare Tax becomes effective starting in 2013. "Planning with new eyes will be necessary to navigate through all of the new tax rules," Klosterman states. Klosterman explores ideas and concepts that will need to be considered for the new world that may exist in 2013.

White Oaks Wealth Advisors Inc. is a private, fee-only Wealth Management and Family Office firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Micki Larson
Visit website

Media