Eggert Financial Management, Inc.

Cultivating Wealth, Shaping Legacies
Bill Eggert, CFP®, NSSA®
President
7200 S. Alton Way
Suite A-210
Centennial, CO 80112
303-414-0400
info@eggertfinancial.net
www.eggertfinancial.net

January 10, 2019

2019 Key Numbers
 

Investment Planning

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)20192020
SingleUp to $39,375 Up to $40,000
Married filing jointlyUp to $78,750Up to $80,000
Married filing separatelyUp to $39,375Up to $40,000
Head of householdUp to $52,750 Up to $53,600
15% rate applies (taxable income thresholds)20192020
Single$39,376 to $434,550 $40,000 to $441,450
Married filing jointly$78,751 to $488,850$80,000 to $496,600
Married filing separately$39,376 to $244,425$40,000 to $248,300
Head of household$52,751 to $461,700 $53,600 to $469,050
20% rate applies (taxable income thresholds)20192020
SingleOver $434,550 Over $441,450
Married filing jointlyOver $488,850Over $496,600
Married filing separatelyOver $244,425Over $248,300
Head of householdOver $461,700Over $469,050

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

Amount of tax20192020
Tax percentage3.80%3.80%
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:20192020
Individuals$200,000$200,000
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000
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Eggert Financial Management, Inc. is an Investment Advisory firm regulated by the State of Colorado.

 

Prepared by Broadridge Advisor Solutions Copyright 2019.