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IRS Reference Tools

Need More Help? If you have tax questions you can contact the IRS by phone at 800.TAX.1040 (800.829.1040).

You can also call the Tele-Tax Line at 800.829.4477. The Tele-Tax Line provides recorded information on approximately 150 topics that answer many federal tax questions. For a list of topics available on the Tele-Tax Line, dial the 800 number and select topic number 123.

IRS forms and free publications that can help you prepare your tax return can be ordered by calling 800.TAX.FORM or can be downloaded by visiting the IRS Website.

The table below lists publications that may be of particular interest to mutual fund shareholders and retirement plan participants.

IRS Publications

Number Publication Title

17 Your Federal Income Tax

505 Tax Withholding and Estimated Tax

515 Withholding of Tax on NRA + Foreign Entities

525 Taxable and Nontaxable Income

550 Investment Income and Expenses (Includes Capital Gains and Losses)

564 Mutual Fund Distributions

590 Individual Retirement Arrangements (IRA's)

For more information regarding the particular reporting requirements for your specific state, we recommend that you contact your state and local tax office, your tax advisor, and/or the state section of the IRS Web site.

This information does not constitute tax advice. Please consult your tax advisor and/or state and local tax offices for more complete information.

Not FDIC Insured No Bank Guarantee May Lose Value

For more complete information regarding the funds, call 800.820.0888 or click here for a prospectus and a summary prospectus (if available). Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. A fund's prospectus and its summary prospectus (if available) contains this and other information about the fund. Please read the prospectus and summary prospectus (if available) carefully before you invest or send money.

The funds are distributed by Rydex Distributors, LLC (RDL). Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC (GP), which includes Guggenheim Partners Asset Management, LLC (GPAM) and Security Investors, LLC (SI), the investment advisors to the referenced funds. Rydex Distributors, LLC, is affiliated with GP, GPAM and SI.