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Surtax strategies can boost Medicare premiums

Advisers and clients might want to take a closer look at the tactics they're using to mitigate the…

Advisers and clients might want to take a closer look at the tactics they're using to mitigate the new 3.8% investment income tax because certain strategies could lead to higher Medicare premiums.

The 3.8% surtax, which kicked in at the start of this year, is a levy on net investment income R

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