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