Series 24: Tax Considerations

Taken from our Series 24 Online Guide

Tax Considerations

Retail communications and correspondence that refer to tax-free or tax-exempt income must indicate which income taxes apply, unless income is free from all applicable taxes. Communications may not characterize income or investment returns as tax-free or exempt from income tax when tax liability is merely postponed or deferred, such as when taxes are payable upon redemption.

+ Read More

More Series 24 Info

What are people saying?

Create an Account

Since you're reading about Series 24: Tax Considerations, you might also be interested in:

Series 65 - 3.7.4.5 Bonus Annuities

Series 53 - Chapter Five

Series 99 - 3.3.1.2 Third-Party Vendors: Compliance Responsibilities

Series 24 - Review Quiz

Series 51 - Investment Company Act of 1940

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I stuck to the outline day by day and it really helped me with sticking to a routine and curriculum. I passed the Series 24 on my 1st try! Would definitely recommend this to anyone in the Securities Industry.

Rima Mehta, PNC Investments, Charlotte, NC

I really liked the Solomon study materials. They did a really nice job of explaining the material in plain language. I have a really long commute and the audio books came in really handy!! I would recommend the Solomon study materials!

Jessie Urban, Securities America Inc, LaVista, NE

Recently passed the Series 24 Exam. I owe it to the Solomon Exam Prep series. The format of study and testing preparation was easy to follow and comprehend. I had taken the exam before and used study material through a different provider. It did not give me the sense of readiness in the "connection of the dots" and time-management like the Solomon series did. Such a relief to see the word PASS.

Hope Brackin, Cambridge Investment Research, Inc., Auburn, AL

I passed the 24 with the help of the audio, book and test questions. I previously took this test and failed walking away with the thought nothing I studied looked familiar. I also didn't really understand how certain areas functioned... but found the information provided with Solomon worked best for me. The flow charts and extra resources section were extremely helpful in breaking down sections of this "Dry" test. The audio was great to review and the book format was easy to read and concise. I felt almost every question I knew what they were asking and I was able to eliminate one or two questions. Don't waste your money with other sites. Solomon will allow you to pass on the first time. Good luck!

Matthew D., Orange County, CA

Even though there is no such thing as a guaranteed success in the securities industry, there is a likelihood of strong returns if you are able to make the right risk / reward choices at the right time.

If you are taking a test one of those choices is Solomon materials. Just follow their guidance. It worked for me, 3 times in a row, 7, 63, 24!

Eric Altmann, New York, NY

Passed the 24 today ... fun test.. You have a great product. The material was easy to follow and the practice tests were very, very helpful. Thank you.

Danny Klingler, Kestra Financial, Austin, Texas