Navigating the Bumps in Health Care Taxes

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If you are above a certain income threshold, you may be subject to an additional Medicare surtax or Health Care Taxes. 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.

Click below to get a 5-step checklist regarding your income and taxes called, ‘Navigating the Health Care Taxes in 5 Easy Steps.’

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 Independent Advisor (RIA) firm located in Argyle, TX. We offer a no-obligation Free Consultation to discuss your financial planning or wealth management questions. Schedule your Free Consultation here and continue making progress toward the financial future you dream of.

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Navigating Health Care Taxes in 5 Easy Steps


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