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

If you’re new to options trading, you may be wondering how those trades are taxed. Here’s a rundown of some potential tax pitfalls with options strategies.
Tax Strategies

Was your tax refund smaller than in previous years? Did you owe more than usual? Here’s why.