This chart provides a statutory overview of the Healthcare Surtax and its impact on trusts and estates, along with planning considerations for Investment Income strategies. It also reviews the Surtax Bubble for Roth Conversions. This chart is updated for 2023—including relevant chart for the groundbreaking SECURE Act!—and is 11″ x 17″ .
- 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):