Mark Stevens, CFP®
mark@wealthcarenetwork.org
 
 




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
Individuals$200,000$200,000
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.