Navigating Health Care Taxes

  |   ,
share this post

If you are above a certain income threshold, you may be subject to an additional Medicare surtax. Under The Affordable Care Act, the Medicare surtax requires an additional 3.8% tax on investment income for those above the threshold. Income from taxable interest, dividends, capital gains, and rental property income are all subject to the tax. For those still earning wages or self-employment income, there might also be an additional Medicare tax to consider.

Are you interested in learning strategies to reduce or potentially eliminate these healthcare taxes?

Contact lead financial advisor Chris Robinson today at 940-464-4104 for the personalized guidance you’re looking for. RFG Wealth Advisory is a Registered Investment Advisor (RIA) firm located in Argyle, TX. We offer a no-obligation Free Consultation to discuss your financial planning and wealth management questions. Schedule your Free Consultation here and continue progressing toward the financial future you dream of.

RFG Playbook-Our Process
 FREE DOWNLOAD 

Navigating Health Care Taxes


“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Copyright © 2024 RFG Wealth Advisory. All Rights Reserved.