Be Prepared for Big Federal Tax Changes with Our Free Guide

2026 brings significant changes to the tax code. Get our guide to learn about the key changes and how they could affect your tax planning and investments. Get the facts on 10 key tax changes for 2026 The deadline for tax year 2025 is almost here. Whether you’re already done or still preparing your taxes, now you must also start planning for tax year 2026. And in 2026, there are many new factors to consider, due to last year’s legislation that has significantly changed the tax landscape. Our free guide, 10 Things to Know About Tax Planning in 20261 , covers all the most consequential changes—from higher contribution limits to new deductions to more predictable exemption levels. This is an ideal resource to help you approach tax planning as part of your broader financial life—not just something to handle in a panic every April. Get your guide today and be up to date on all the new rules, including: New, higher Federal income tax brackets The increased standard deduction for 2026 Increased 2026 retirement contribution limits New tax exemptions for tips and overtime Working Families Savings Accounts offer a new savings option Plus many more Federal tax updates for 2026! If you have $500,000 or more to invest, request this guide today. NOTE: Zacks Investment Management is not a tax advisor, and this guide is provided for general informational purposes only. Final IRS guidance on OBBBA provisions may further clarify or alter some interpretations. We strongly recommend consulting a qualified tax professional regarding your specific situation. Talk to a Zacks Wealth Advisor today. 1 Zacks Investment Management reserves the right to amend the terms or rescind the free 10 Things to Know About Tax Planning in 2026 guide offer at any time and for any reason at its discretion. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting, or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and opinions given in this document without seeking the services of competent and professional investment, legal, tax, or accounting counsel. Publication and distribution of this document is not intended to create, and the information and opinions contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors, or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Any projections, targets, or estimates in this document are forward looking statements and are based on the firm's research, analysis, and assumptions. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Recipients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this document. Certain economic and market information contained herein has been obtained from published sources prepared by other parties. Zacks Investment Management does not assume any responsibility for the accuracy or completeness of such information. Further, no third party has assumed responsibility for independently verifying the information contained herein and accordingly no such persons make any representations with respect to the accuracy, completeness or reasonableness of the information provided herein. Unless otherwise indicated, market analysis and conclusions are based upon opinions or assumptions that Zacks Investment Management considers to be reasonable. Any investment inherently involves a high degree of risk, beyond any specific risks discussed herein. It is not possible to invest directly in an index. Investors pursuing a strategy similar to an index may experience higher or lower returns, which will be reduced by fees and expenses. Privacy Policy  |  Unsubscribe © Zacks Investment Management 101 N Wacker Drive, Suite 1500 | Chicago IL 60606