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
 
 




2021 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
Individuals$200,000$200,000
Married filing jointly $250,000$250,000
Married filing separately$125,000$125,000


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.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.