New Capital Gains Rates Complicate Tax Planning for 2013

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When tax rates were lower, variable annuities made sense only from a risk management perspective. Now, as tax and growth rates start to rise, low-cost variable annuities could make a good asset location vehicle for higher-returning investments.

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Two new Medicare taxes will throw some curveballs into your planning for 2013 and beyond. Here is what you need to know to help clients navigate the new 3.8% surtax on unearned investment income and the 0.9% additional tax on wages.

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Key Financial Data for 2013

The American Taxpayer Relief Act of 2012 has passed. The 2013 inflation adjustments are in. Here is what you need to know about the various tax brackets, thresholds, limitations, and exemptions for 2013.