Honu Wealth Management
Garth A Williams, MBA, CFP®
Financial Advisor
1307 S Mary Ave, Suite 101
Sunnyvale, CA 94087
650-917-3400
garth@honuwealth.com
www.HonuWealth.com
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2023 Key Numbers
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| | Investment PlanningMaximum tax on long-term capital gains
and qualified dividends| 0% rate applies (taxable income thresholds) | 2022 | 2023 |
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| Single | Up to $41,675 | Up to $44,625 | | Married filing jointly | Up to $83,350 | Up to $89,250 | | Married filing separately | Up to $41,675 | Up to $44,625 | | Head of household | Up to $55,800 | Up to $59,750 |
| 15% rate applies (taxable income thresholds) | 2022 | 2023 |
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| Single | $41,675 to $459,750 | $44,625 to $492,300 | | Married filing jointly | $83,350 to $517,200 | $89,250 to $553,850 | | Married filing separately | $41,675 to $258,600 | $44,625 to $276,900 | | Head of household | $55,800 to $488,500 | $59,750 to $523,050 |
| 20% rate applies (taxable income thresholds) | 2022 | 2023 |
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| Single | Over $459,750 | Over $492,300 | | Married filing jointly | Over $517,200 | Over $553,850 | | Married filing separately | Over $258,600 | Over $276,900 | | Head of household | Over $488,500 | Over $523,050 |
Unearned income Medicare contribution tax
("net investment income tax")| Amount of tax | 2022 | 2023 |
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| Tax percentage | 3.80% | 3.80% |
| Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding: | 2022 | 2023 |
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| Individuals | $200,000 | $200,000 | | Married filing jointly | $250,000 | $250,000 | | Married filing separately | $125,000 | $125,000 |
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| This information was developed by Forefield, Inc. an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results.
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| Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2023. |
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