Company Logo

Leonard Golub, CFA, MBA
Fiduciary Advisor
3355 West Alabama Street
Suite 275
Houston, TX 77098
713-874-1444
info@newcapitalmgmt.com
newcapitalmgmt.com View Bio

Leonard Golub's Profile Picture

December 30, 2024

2025 Key Numbers
 

Investment Planning

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)20242025
SingleUp to $47,025Up to $48,350
Married filing jointlyUp to $94,050Up to $96,700
Married filing separatelyUp to $47,025Up to $48,350
Head of householdUp to $63,000Up to $64,750
15% rate applies (taxable income thresholds)20242025
Single$47,025 to $518,900$48,350 to $533,400
Married filing jointly$94,050 to $583,750$96,700 to $600,050
Married filing separately$47,025 to $291,850$48,350 to $300,000
Head of household$63,000 to $551,350$64,750 to $566,700
20% rate applies (taxable income thresholds)20242025
SingleOver $518,900Over $533,400
Married filing jointlyOver $583,750Over $600,050
Married filing separatelyOver $291,850Over $300,000
Head of householdOver $551,350Over $566,700

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

Amount of tax20242025
Tax percentage3.80%3.80%
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:20242025
Individuals$200,000$200,000
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000
Refer a friend To find out more click here

The information contained herein is based on sources believed to be reliable, but its accuracy cannot be guaranteed. The articles, information, calculators, and opinions presented herein are for general information only and are not intended to provide specific advice or recommendations for any individual. New Capital Management does not provide tax, accounting, or legal advice. All decisions regarding the tax or legal implications of your investments and finances should be made with your tax or legal advisor. New Capital Management is not a bank, mortgage lender, or broker. Nothing herein should be construed as an offer or commitment to lend. Any calculations are provided as educational tools, are hypothetical in nature, depend wholly on information you provide, do not assume the effects of all pertinent factors, and are not intended to provide investment advice or serve as a financial plan.



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

Prepared by Broadridge Advisor Solutions Copyright 2025.