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2018 Tax Rates

Taxable Income Brackets for 2018

Ordinary Income Tax Rates

Marginal Tax RateMarried Filing JointlySingle
10%$0 – $19,050$0 – $9,525
12%$19,051 – $77,400$9,526 – $38,700
22%$77,401 – $165,000$38,701 – $82,500
24%$165,001 – $315,000$82,501 – $157,500
32%$315,001 – $400,000$157,500 – $200,000
35%$400,001 – $600,000$200,000 – $500,000
37%*Over $600,000Over $500,000

*The top rate is effectively 40.8% for those subject to the 3.8% Medicare surtax on net investment income.

Long Term Capital Gains and Qualified Dividends Tax

Long Term Capital Gain RateMarried Filing JointlySingle
0%$0 – $77,200$0 – $38,600
15%*$77,201 – $479,000$38,601 – $425,800
20%**Over $479,000Over $425,800

*Clients in the 15% LTCG tax bracket with MAGI over their 3.8% threshold ($250,000 joint filers/$200,000 single filers) will pay an effective rate of 18.8%.

**The top rate is effectively 23.8% for those subject to the 3.8% Medicare surtax on net investment income.

Trust Tax Rates

10%$0 – $2,550These will now apply for the “Kiddie Tax”
 
Beginning in 2018: A child’s unearned income will be taxed
at trust tax rates, rather than at the parent’s tax rate.
 
Children affected:
 
Children under age 18 (or under age 24
for full-time students)
24%$2,551 – $9,150
35%$9,151 – 12,500
37%Over $12,500

Want to know how current market developments and the latest tax law changes can affect your financial future? Schedule a short online strategy session where I can share with you top financial strategies that can help you achieve your financial goals in any market conditions.

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Vladimir Kouznetsov, CFP®, is a fee-only independent financial advisor and founder of Retegy, LLC. Vladimir specializes in retirement accumulation and distribution planning and advanced tax strategies. He is a member of Ed Slott’s Master Elite IRA Advisor Group™.
Vladimir may be reached at (949) 662-3212 or
 vlad@retegy.com

http://www.retegy.com/

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