Applying the 3.8% Net Investment Income Tax Chart

This chart evaluates the application of the 3.8% Net Investment Income Tax, including its impact on and strategies for reducing  NII, plus a worksheet to help determine if NII controls. This chart is updated for 2020—including relevant chart for the groundbreaking SECURE Act!—and is 11″ x 17″ .

SKU RSKCHARTANIIT2020

  • Size: 11 inches x 17 inches (NOTE: May not be printable in full-size on most standard printers)
  • Includes: 11″ x 17″ chart in either laminated and PDF or PDF only version
  • Customized PDF chart with your firm’s logo and information available as add-on for an additional fee (NOTE: No custom laminated charts provided, but Custom PDF chart is printable)
  • Chart Preview (click to enlarge):

FRONT

Applying the NIIT Chart_Page_1

BACK

Applying the NIIT Chart_Page_2

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