It's that time of year again...and when it comes to tax planning, a little time and effort can pay off in a big way.

Our free Tax Planning in 2024: A User-Friendly Guide1 is a great resource to help you understand the intricacies of tax laws and regulations, so you can make strategic decisions to optimize your tax situation and potentially reduce the amount of taxes you owe.

Act now to get this guide that provides detailed explanations of the key issues most taxpayers face, broken up into four key sections:

  • Investments
  • Healthcare and Education
  • Retirement Planning
  • Charitable Giving & Estate Planning

If you have $500,000 or more, fill out the form to get your free tax planning guide today!

A Quick Word About Zacks
Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios with many top-rated strategies by Morningstar.

* These ratings were awarded by Morningstar on 1/1/2024 in respect of the period from strategy inception to 12/31/2023 (Inception Dates: All Cap- 2/1/1995, Focus Growth- 2/1/2003, Dividend- 4/1/2004, Mid and Small Cap- 5/1/2009). We do not compensate Morningstar to obtain this rating. However, we pay compensation to Morningstar to use their logo in connection with advertising this rating. Please see full disclosure at end of this document.