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29 January 2013
Capital Gains and Dividends - ATRA makes permanent the 0% and 15% long-term capital gains tax rates, but increases the tax rate to 20% for any long-term capital gains that fall in the new 39.6% top tax bracket.
Qualified dividend treatment is also made permanent. Notably, because qualified dividends are tied to the long-term capital gains rate, any qualified dividends that fall in the new 39.6% top tax bracket will also now rise to 20%.
Eleven Two Fund Management is a financial planning and investment advisory firm that gives counsel from a Biblical worldview to clients in 16 states all over the US. More
We are a fee-only firm and act as fiduciaries to our clients, meaning we put our clients interest above all others. We do not push funds that will pay us a good commission. More
Eleven Two Fund Management's independence allows us to evaluate our client's situation and then make recommendations that are in our client's best interest. More
The real service that I offer to my clients as a financial advisor in today's Internet-centric world isn't the "product." It's me and my ability to truly make a difference in their lives. More
