This chart provides a statutory overview of the Healthcare Surtax and its impact on trusts and estates, along with planning considerations for Investment Income and MAGI strategies. It also reviews the Surtax Bubble for Roth Conversions. Updated: January 2017.
Size: 11 inches x 17 inches
Includes: Immediate PDF Download and one(1) laminated chart.
Chart customized with your firm’s logo and information available at an additional cost.