Understanding the Net Investment Income Tax Chart

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.
  • Chart Preview (click to enlarge):


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The Net Investment Income Chart_Page_2

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