Tax planning guides
Easily access the latest tax information by using our tax planning guide. To get answers quickly, the sections on the front are divided into tax brackets, long-term capital gains/qualified dividend rates, and more. The back provides additional information on required minimum distributions and uniform lifetime tables.
![2024 tax planning guide](/content/jhi-investments/us/en/resources/all-resources/other/2024-tax-planning-guide/_jcr_content.resource-thumbnail.png)
2024 tax planning guide
Use this guide for tax filings due in April 2025.
Approved for use with investors
![Tax planning guide — 2023](/content/jhi-investments/us/en/resources/all-resources/other/2023-tax-planning-guide/_jcr_content.resource-thumbnail.png)
Tax planning guide — 2023
Use this guide for tax filings due in April 2024.
Approved for use with investors