Honu Wealth Management
Garth A Williams, MBA, CFP®
Financial Advisor
1307 S Mary Ave, Suite 101
Sunnyvale, CA 94087

2023 Key Numbers


Investment Planning

Maximum tax on long-term capital gains and qualified dividends

0% rate applies (taxable income thresholds)20222023
SingleUp to $41,675Up to $44,625
Married filing jointlyUp to $83,350Up to $89,250
Married filing separatelyUp to $41,675Up to $44,625
Head of householdUp to $55,800Up to $59,750
15% rate applies (taxable income thresholds)20222023
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)20222023
SingleOver $459,750Over $492,300
Married filing jointlyOver $517,200Over $553,850
Married filing separatelyOver $258,600Over $276,900
Head of householdOver $488,500Over $523,050

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

Amount of tax20222023
Tax percentage3.80%3.80%
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding:20222023
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 2023.