Investment Planning
Maximum tax on long-term capital gains and qualified dividends
0% rate applies (taxable income thresholds) | 2024 | 2025 |
Single | Up to $47,025 | Up to $48,350 |
Married filing jointly | Up to $94,050 | Up to $96,700 |
Married filing separately | Up to $47,025 | Up to $48,350 |
Head of household | Up to $63,000 | Up to $64,750 |
15% rate applies (taxable income thresholds) | 2024 | 2025 |
Single | $47,025 to $518,900 | $48,350 to $533,400 |
Married filing jointly | $94,050 to $583,750 | $96,700 to $600,050 |
Married filing separately | $47,025 to $291,850 | $48,350 to $300,000 |
Head of household | $63,000 to $551,350 | $64,750 to $566,700 |
20% rate applies (taxable income thresholds) | 2024 | 2025 |
Single | Over $518,900 | Over $533,400 |
Married filing jointly | Over $583,750 | Over $600,050 |
Married filing separately | Over $291,850 | Over $300,000 |
Head of household | Over $551,350 | Over $566,700 |
Unearned income Medicare contribution tax ("net investment income tax")
Amount of tax | 2024 | 2025 |
Tax percentage | 3.80% | 3.80% |
Applies to lesser of (a) net investment income or (b) modified adjusted gross income exceeding: | 2024 | 2025 |
Individuals | $200,000 | $200,000 |
Married filing jointly | $250,000 | $250,000 |
Married filing separately | $125,000 | $125,000 |
To learn more about what this means for you, contact MNM Vested, LLC
