Bill  Eggert, CFP®, NSSA®'s Profile Picture

Eggert Financial Management, Inc.

Cultivating Wealth, Shaping Legacies
Bill Eggert, CFP®, NSSA®
7200 S. Alton Way
Suite A-210
Centennial, CO 80112

Company Logo

February 24, 2020

2020 Key Numbers

Investment Planning

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)20202021
SingleUp to $40,000 Up to $40,400
Married filing jointlyUp to $80,000Up to $80,800
Married filing separatelyUp to $40,000 Up to $40,400
Head of householdUp to $53,600 Up to $54,100
15% rate applies (taxable income thresholds)20202021
Single$40,000 to $441,450$40,400 to $445,850
Married filing jointly$80,000 to $496,600$80,800 to $501,600
Married filing separately$40,000 to $248,300$40,400 to $250,800
Head of household$53,600 to $469,050 $54,100 to $473,750
20% rate applies (taxable income thresholds)20202021
SingleOver $441,450Over $445,850
Married filing jointlyOver $496,600Over $501,600
Married filing separatelyOver $248,300Over $250,800
Head of householdOver $469,050Over $473,750

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

Amount of tax20202021
Tax percentage3.80%3.80%
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:20202021
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000
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Eggert Financial Management, Inc. is an Investment Advisory firm regulated by the State of Colorado.


Prepared by Broadridge Advisor Solutions Copyright 2021.