Hayden Adams

CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research

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IRA Tax Traps
Tax Strategies

IRAs may offer tax benefits, but breaking the rules can have severe consequences for your savings. Here’s how to avoid some common IRA tax pitfalls.
Tax Strategies

The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify?
Market Commentary

House Democrats have proposed a higher top individual tax rate and changes to the capital gains tax. Both are a long way from becoming law.