Pension Corporation of America

Wealth Management
Pension Corporation of America
2133 Luray Avenue
Cincinnati, OH 45206
fax 513-281-1799
fax 513-281-1799

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April 25, 2023

2023 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
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000
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Advisory Services Offered Through PCA Investment Advisory Services, Inc.
Securities Offered Through L.M Kohn & Company 10151 Carver Road, Ste. 100., Cincinnati, OH 45242
Member FINRA/SIPC And a Registered Broker-Dealer not affiliated with PCA Investment Advisory Services, Inc.

Prepared by Broadridge Advisor Solutions Copyright 2024.