Did you know? The tax and financial planning department at Clearstead analyzes your net investment income sources and has strategies to minimize your net investment income tax liability.

The Net Investment Income Tax (NIIT) is an additional 3.8% tax on a broad range of net investment income from sources such as interest, dividends, certain annuities, royalties, rents (unless from a non-passive trade or business), income from a passive activity, and net gains from the distribution of property (other than property from a non-passive trade or business).

It affects individuals, estates, and trusts above certain income levels. Taxpayers are subject to NIIT if their modified adjusted income exceeds:

  • $250,000 for married filing jointly or qualifying widow(er)
  • $125,000 for married filing separately
  • $200,000 in all other cases
Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.




1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114