Smedley Financial Services, Inc.®

Private Wealth Management Team Advisors
102 S. 200 E. Suite 100
PO Box 4133
Salt Lake City, UT 84110-4133

January 04, 2019

2019 Key Numbers

Investment Planning

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)20182019
SingleUp to $38,600Up to $39,375
Married filing jointlyUp to $77,200Up to $78,750
Married filing separatelyUp to $38,600Up to $39,375
Head of householdUp to $51,700Up to $52,750
15% rate applies (taxable income thresholds)20182019
Single$38,601 to $425,800$39,376 to $434,550
Married filing jointly$77,201 to $479,000$78,751 to $488,850
Married filing separately$38,601 to $239,500$39,376 to $244,425
Head of household$51,701 to $452,400$52,751 to $461,700
20% rate applies (taxable income thresholds)20182019
SingleOver $425,800Over $434,550
Married filing jointlyOver $479,000Over $488,850
Married filing separatelyOver $239,500Over $244,425
Head of householdOver $452,400Over $461,700

Unearned income Medicare contribution tax ("net investment income tax")

Amount of tax20182019
Tax percentage3.80%3.80%
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:20182019
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000
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Securities offered through Securities America, Inc., Member FINRA/SIPC. Roger M. Smedley,CFP®, Sharla J. Jessop, CFP®, James R. Derrick, CFA,  Mikal B. Aune, CFP®, Jordan R. Hadfield, Leah Nelson, and Shane P. Thomas, Registered Representatives and Registered Investment Advisor Representatives of Smedley Financial Services, Inc.® Smedley Financial Services, Inc.® and Securities America, Inc. are separate entities. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professionals regarding your personal situation.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.