Mark Stevens, CFP®

2018 Key Numbers


Investment Planning

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)20172018
SingleUp to $37,950Up to $38,600
Married filing jointlyUp to $75,900Up to $77,200
Married filing separatelyUp to $37,950Up to $38,600
Head of householdUp to $50,800Up to $51,700
15% rate applies (taxable income thresholds)20172018
Single $37,951 to $418,400$38,601 to $425,800
Married filing jointly$75,901 to $470,700$77,201 to $479,000
Married filing separately $37,951 to $235,350$38,601 to $239,500
Head of household$50,801 to $444,550$51,701 to $452,400
20% rate applies (taxable income thresholds)20172018
Single Over $418,400Over $425,800
Married filing jointlyOver $470,700Over $479,000
Married filing separately Over $235,350Over $239,500
Head of householdOver $444,550Over $452,400

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

Amount of tax20172018
Tax percentage3.80%3.80%
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:20172018
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000

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

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.