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Applying the 3.8% NIIT Chart

Feb 28, 2024 · 926.4 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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