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Investing and Taxes [Chart]

Investing and Taxes

Now that we're officially in tax season, it time to start thinking about the tax impact of the activity in your investment accounts. As you start working with your tax preparer, it's beneficial to understand the taxes on dividends and capital gains. 

Generally, the tax on long term capital gains and dividends received by an individual shareholder breaks down as follows: 

  2016 2017
39.6% tax bracket payers  20% 20%
25%-35% tax bracket payers 15% 15%
15% or less tax bracket payers  0% 0%

 If you're deep in the numbers, check out these additional tax filing tips and charitable giving deduction information. 

The effect of taxes on your financial plan is an important factor in your investment philosophy. Learn more about how we invest here

Happy tax planning! 


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