It's that time of year again...and whether you're doing your returns yourself or working with a tax professional, there are always questions that arise concerning rules, deductions, limits, credits, and more.

That's why we'd like to offer our extremely handy Tax Reference Guide. It's designed to give serious investors an easy-to-use, accurate reference for the most common tax questions.

In our free 2024 Tax Reference Guide,1 you'll find the answers you're looking for and information that could potentially help you to save a bit of money!

This guide includes:

  • Key dates for the 2024 tax season
  • Tax rate brackets, other tax rates, and deduction information
  • Complete IRA and pension limits
  • Tax information for Education, Social Security, Health Savings Accounts, Retirement Plans, Charitable Gifts, Estates and more

If you have $500,000 or more, fill out the form to get your free tax 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 10/1/2023 in respect of the period from strategy inception to 9/30/2023 (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.