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How to Beat and Mitigate the Net Investment Income Tax (NIIT)

December 15, 2023

“How to Beat and Mitigate the Net
Investment Income Tax (NIIT)”

To get my complete, FREE article
with all the details…

If you’ve been earning a good living, I’ll bet you’ve come face to face with the net investment income tax. (NIIT).

For most taxpayers, the NIIT is a stealth tax they first find out about when they prepare or receive their tax return.

But here’s some good news: with good planning, you can beat or at least mitigate the NIIT.

Are You Subject to the NIIT?

The NIIT can apply if your modified adjusted gross income (MAGI) is over certain amounts.

When MAGI exceeds these thresholds, and you have net investment income, the NIIT is a flat 3.8% on the lesser of two variables.

Your MAGI for NIIT purposes is likely the same as your adjusted gross income (AGI).

In my new article here’s
just some of what you’ll learn.

  • What exactly is Net Investment Income
  • What exactly is not Net Investment Income
  • How to calculate your NIIT
  • Seven strategies that can help you avoid the NIIT
  • Five strategies that reduce the NIIT
  • One great strategy for kicking the can down the road

And much more.

Want to find out more about how to beat or mitigate the NIIT?

Easy.

CLICK HERE to read my completely new article titled:

“How to Beat and Mitigate the Net
Investment Income Tax (NIIT)”

Filed Under: Investments, Spouse, Tax Planning

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