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Leonard Golub, CFA, MBA
Fiduciary Advisor
3355 West Alabama Street
Suite 275
Houston, TX 77098
713-874-1444
info@newcapitalmgmt.com
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November 27, 2023

2024 Key Numbers
 

Investment Planning

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)20232024
SingleUp to $44,625Up to $47,025
Married filing jointlyUp to $89,250Up to $94,050
Married filing separatelyUp to $44,625Up to $47,025
Head of householdUp to $59,750Up to $63,000
15% rate applies (taxable income thresholds)20232024
Single$44,625 to $492,300$47,025 to $518,900
Married filing jointly$89,250 to $553,850$94,050 to $583,750
Married filing separately$44,625 to $276,900$47,025 to $291,850
Head of household$59,750 to $523,050$63,000 to $551,350
20% rate applies (taxable income thresholds)20232024
SingleOver $492,300Over $518,900
Married filing jointlyOver $553,850Over $583,750
Married filing separatelyOver $276,900Over $291,850
Head of householdOver $523,050Over $551,350

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

Amount of tax20232024
Tax percentage3.80%3.80%
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:20232024
Individuals$200,000$200,000
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000
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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 2024.