The Income Rich Take One For The Team. Thanks!

Re:The Income Rich Take One For The Team. Thanks! by ww520 on Wednesday January 02, 2013 @03:47AM (#4995852)

Thanks for explaining. Very informative.

Is the dividend/capital-gain increase across the board? Or is it bucketed progressively like the income tax rates?

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Re:The Income Rich Take One For The Team. Thanks! by _delirium on Wednesday January 02, 2013 @04:18AM (#4995920)

My read is yes, it's bucketed (corrections welcome, and my numbers are only for single filers):

Below $35k income: the 0% capital-gains/dividend rate is retained

Between $35k-$200k incomes: the 15% rate is retained

Between $200k-$400k incomes: PPACA adds a 3.8% capital-gains surtax, but the 15% base rate is retained, effectively raising the marginal rate to 18.8%

Above $400k incomes: the base marginal rate rises from 15% to 20%, plus the 3.8%, for a total of 23.8%

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Re:The Income Rich Take One For The Team. Thanks! by ww520 on Wednesday January 02, 2013 @09:20AM (#4996780)

Thanks for the info. Sounds like if one has a big sell off of assets in a year, better get as low an income as possible, preferable with delayed income into the following year.

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