Investment Planning

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)	2019	2020
Single	Up to $39,375	Up to $40,000
Married filing jointly	Up to $78,750	Up to $80,000
Married filing separately	Up to $39,375	Up to $40,000
Head of household	Up to $52,750	Up to $53,600

15% rate applies (taxable income thresholds)	2019	2020
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)	2019	2020
Single	Over $434,550	Over $441,450
Married filing jointly	Over $488,850	Over $496,600
Married filing separately	Over $244,425	Over $248,300
Head of household	Over $461,700	Over $469,050

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

Amount of tax	2019	2020
Tax percentage	3.80%	3.80%

Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:	2019	2020
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.