Leonard Golub, CFA, MBA
Fiduciary Advisor
4119 Montrose Blvd
Suite 400
Houston, TX 77006
800-724-9866
info@newcapitalmgmt.com
newcapitalmgmt.com View Bio

March 22, 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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The information contained herein is based on sources believed to be reliable, but its accuracy cannot be guaranteed. The articles, information, calculators, and opinions presented herein are for general information only and are not intended to provide specific advice or recommendations for any individual. New Capital Management does not provide tax, accounting, or legal advice. All decisions regarding the tax or legal implications of your investments and finances should be made with your tax or legal advisor. New Capital Management is not a bank, mortgage lender, or broker. Nothing herein should be construed as an offer or commitment to lend. Any calculations are provided as educational tools, are hypothetical in nature, depend wholly on information you provide, do not assume the effects of all pertinent factors, and are not intended to provide investment advice or serve as a financial plan.



This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Advisor Solutions Copyright 2019.