Applying the 3.8% NIIT Chart

Jan 23, 2023 · 780.8 KB Download

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Get a comprehensive overview of the 3.8% Net Investment Income Tax (NIIT). This chart describes the following components of the NIIT:

Threshold amounts
How modified adjusted gross income (MAGI) is calculated and strategies on how to reduce it
What is included in net investment income and ways to reduce it
How the NIIT is calculated
Reducing the NIIT via Roth IRA Conversions and Charitable Remainder Trusts
How a Charitable Lead and Remainder Trust works

Download the Applying the 3.8% Surtax Chart

File name: applying-surtax.pdf

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