Individual Annual Income and Net Worth *

Less than $200,000

Greater than $200,000

With Spouse, Annual Income and Net Worth in Each of Last Two Years *

Expectation is that you will reach the same income level in the current year.

Less than $300,000

Greater than $300,000

Either individually or jointly with a spouse, do you have a net worth of $1 million or more? *

Excludes positive equity in primary residence

Yes

No