LivingStone Wealth Planning

T. Spencer Metcalf, MBA, CFP®
President
104 Whitsett Street
Greenville, SC 29601
864-520-8000
spencer@livingstonewealth.com
www.livingstonewealth.com

July 26, 2018

2018 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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Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

LivingStone Wealth Planning is not a subsidiary of nor controlled by Voya Financial Advisors.

This information was prepared by Broadridge Investor Communication Solutions, Inc. and has been made available for Voya Financial Advisors’ representatives for distribution to the public for educational information only. Broadridge Investor Communication Solutions, Inc. is not affiliated with nor controlled by Voya Financial Advisors. The opinions/views expressed within are that of Broadridge Investor Communication Solutions, Inc. and do not necessarily reflect those of Voya Financial Advisors or its representatives. In addition, they are not intended to provide specific advice or recommendations for any individual. Neither Voya Financial Advisors nor its representatives provide tax or legal advice. You should consult with your financial professional, attorney, accountant or tax advisor regarding your individual situation prior to making any investment decisions.

Prepared by Broadridge Advisor Solutions Copyright 2020.