Tax season is coming up again...and no matter if you do your own returns or work with a tax professional, there are always questions that arise concerning rules, deductions, limits, credits, and more.
To help you navigate your taxes, we'd like to offer our useful Tax Reference Guide. This guide provides an easy-to-use, accurate reference source to help serious investors with the most common tax questions.
Our free 2025 Tax Reference Guide1 is designed to make it easy to find the answers you're looking for, plus information that may help you to save money!
This guide is prepared by Zacks tax experts and includes:
- Key dates for the 2025 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 report 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 1/1/2025 in respect of the period from strategy inception to 12/31/2024 (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.

Please fill out the information below for your free guide.
