2018 Tax Planning for Investment Income Chart
What’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?
Complete the form and download the 2018 Tax Planning for Investment Income pdf.