2018 Tax Planning for Investment Income Chart

2018 Tax Planning for Investment IncomeWhat’s considered investment income in 2018? 

Whether the income is from rental or investment properties, interest- or dividend-driven investments, annuities or royalties, factoring in the tax consequences is a key consideration in your retirement plan. When will the special long-term capital gains rates apply? Ordinary income tax rates? Or the 3.8% surtax?

 

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