Honu Wealth Management
Garth A Williams, MBA, CFP®
Financial Advisor
1307 S Mary Ave, Suite 101
Sunnyvale, CA 94087
650-917-3400
garth@honuwealth.com
www.HonuWealth.com
 
 




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
Individuals$200,000$200,000
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000


This information was developed by Forefield, Inc. an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results.

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