Series 24: 3.6.4.1. Tax Considerations

Taken from our Series 24 Online Guide

3.6.4.1. 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: 3.6.4.1. Tax Considerations, you might also be interested in:

Series 26 - Legal Reporting Requirements

Series 50 - Derivatives Disclosure

Series 65 - 10.11.16. Regulation of Political Contributions (“Pay to Play” Rule)

Series 24 - Execution and Reporting Systems for Unlinked ECNs

Series 54 - Commodity Trading Advisor Exclusion

Series 24 - Order Entry Firms

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I just took the Series 24 and passed with an 80%. I couldn't have done it without the Solomon test simulator.

Joseph Shapiro, Edward Jones Investments, St. Louis, MO

I just passed the series 24! It is, by far, the hardest test that I have ever taken. I had failed it 4 times using other study materials. I have never felt more defeated! Solomon Exam Prep is the best! I took over 154 practice tests...without seeing the same question twice. I was able to finally grasp the material and passed! My only regret is that I did not use the Solomon Exam Prep on my first attempt!

Bill Harpe, Capital Choice. Greensboro, GA

I passed my Series 24 today with an 80% thanks to Solomon Test Prep! I found the most benefit from using the practice exams as a learning tool, reading each answer explanation as I went along, regardless of a(n) correct/incorrect response. I found that for this exam, understanding the concepts is equally as important as memorization! Good luck!

Audrey M., Austin, TX

I originally started studying for the series 24 with Test Teachers... After being frustrated with confusing material, out of date information, contradicting questions/answer/study guides, I bought Solomon's practice exams... After one test, two things became clear: I was grossly unprepared for the exam The material, though difficult, didn't have to be taught in such a confusing manner.I passed the 24 on the fist time because of the quality of the practice exams from Solomon. Thank you! Putting it another way...If you are using anyone else to study, you owe it to yourself and your efforts to buy the practice exams from Solomon to get a true judge of your studying efforts.

Will, Bainbridge Island, WA

I recently passed my Series 24 using Solomon Exam Prep! It was the hardest exam I've taken to date. I found all the practice exams with specific feedback to be the most helpful, though the audiobook was very helpful as well.

Diane Pouliot, RBC, Minneapolis, MN

I was very impressed with all elements of Solomon's Series 24 offerings. Solomon provided an incredibly organized system for me to utilize, which kept me "on point" and focused. I felt good confidence going into the test because of the structured system that Solomon developed. I would certainly recommend Solomon to anyone that is taking the Series 24.

William Bundy, Bundy Group. Charlotte, NC