Expert Insight & Commentary
Tax
A Primer on Wash Sales
by Rande Spiegelman
April 12, 2013
What the IRS rule on wash sales might mean for you.
by Rande Spiegelman
April 12, 2013
What the IRS rule on wash sales might mean for you.
Claiming Foreign Taxes: Credit or Deduction?
by Rande Spiegelman
April 11, 2013
If you own foreign investments, you could be paying foreign tax. Claiming a deduction or a credit could prevent double taxation stateside.
by Rande Spiegelman
April 11, 2013
If you own foreign investments, you could be paying foreign tax. Claiming a deduction or a credit could prevent double taxation stateside.
Taxes: What's New for 2013?
by Rande Spiegelman
March 25, 2013
Get the details on tax changes for the year ahead – including the return of the 6.2% payroll tax rate, a new 0.9% Medicare surtax for high-income earners, and a new top rate for dividends and long-term capital gains.
by Rande Spiegelman
March 25, 2013
Get the details on tax changes for the year ahead – including the return of the 6.2% payroll tax rate, a new 0.9% Medicare surtax for high-income earners, and a new top rate for dividends and long-term capital gains.
How Do You Define Income?
by Rande Spiegelman
March 12, 2013
Understanding what constitutes income can help you pay less in taxes. Learn the fundamentals all investors should be familiar with.
by Rande Spiegelman
March 12, 2013
Understanding what constitutes income can help you pay less in taxes. Learn the fundamentals all investors should be familiar with.
7 Tax Fundamentals Every Investor Should Know
by Rande Spiegelman
March 7, 2013
Everyone has taxes on the brain this time of year, but these basic concepts can come in handy any time.
by Rande Spiegelman
March 7, 2013
Everyone has taxes on the brain this time of year, but these basic concepts can come in handy any time.
Get Started on Your 2012 Taxes
by Rande Spiegelman
February 25, 2013
You have until April 15 to file, but there are good reasons to start working on your taxes now.
by Rande Spiegelman
February 25, 2013
You have until April 15 to file, but there are good reasons to start working on your taxes now.
The AMT: Permanent Patch Doesn't Fix All Its Problems
By Rande Spiegelman
February 20, 2013
Even with one perennial source of uncertainty around the AMT eliminated, there's still plenty of mystery around this shadow tax system.
By Rande Spiegelman
February 20, 2013
Even with one perennial source of uncertainty around the AMT eliminated, there's still plenty of mystery around this shadow tax system.
Calculate the Cost Before You Sell
by Rande Spiegelman
February 4, 2013
Planning to sell an investment that's appreciated in value? Being familiar with the tax rules may help you pay less in taxes and keep more of your gain.
by Rande Spiegelman
February 4, 2013
Planning to sell an investment that's appreciated in value? Being familiar with the tax rules may help you pay less in taxes and keep more of your gain.
Investment Expenses: What's Tax Deductible?
by Rande Spiegelman
February 1, 2013
Uncle Sam gives investors a number of tax breaks—but it's up to you to take advantage.
by Rande Spiegelman
February 1, 2013
Uncle Sam gives investors a number of tax breaks—but it's up to you to take advantage.
The Importance of Tax-Efficient Investing
by Rande Spiegelman
January 18, 2013
Become a tax-smart investor with these actionable strategies.
by Rande Spiegelman
January 18, 2013
Become a tax-smart investor with these actionable strategies.
Year-End Tax Tips
by Rande Spiegelman
November 14, 2012
Consider these bite-size tax tips to make tax time more palatable.
by Rande Spiegelman
November 14, 2012
Consider these bite-size tax tips to make tax time more palatable.
Donor-Advised Funds: Making Year-End Giving Strategic, Easy, Tax Smart
by Rande Spiegelman
October 19, 2012
If you want to give to charity and get a tax deduction, but you aren't sure how or to whom you want to give, a donor-advised fund could be a good option.
by Rande Spiegelman
October 19, 2012
If you want to give to charity and get a tax deduction, but you aren't sure how or to whom you want to give, a donor-advised fund could be a good option.
Health Care Taxes
by Rande Spiegelman
August 10, 2012
The Affordable Care Act phases in several new taxes over the next few years. Find out which ones are most likely to affect individual investors.
by Rande Spiegelman
August 10, 2012
The Affordable Care Act phases in several new taxes over the next few years. Find out which ones are most likely to affect individual investors.
IRA Tax Traps
by Rande Spiegelman
August 2, 2012
IRAs may offer tax benefits – but unwary investors can end up in a variety of IRA-related tax traps. Here are ways to avoid some common pitfalls.
by Rande Spiegelman
August 2, 2012
IRAs may offer tax benefits – but unwary investors can end up in a variety of IRA-related tax traps. Here are ways to avoid some common pitfalls.
Get a Tax Break by Harvesting Losses
by Rande Spiegelman
Updated November 19, 2010
Offsetting capital gains with capital losses can lower your tax bill and better position your portfolio going forward.
by Rande Spiegelman
Updated November 19, 2010
Offsetting capital gains with capital losses can lower your tax bill and better position your portfolio going forward.
Keep More Gains With a Tax-Free Exchange
By Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
September 7, 2006
The Internal Revenue Code provides a number of ways to defer the recognition of realized gains. Consider these five strategies to keep the tax collector at bay.
By Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
September 7, 2006
The Internal Revenue Code provides a number of ways to defer the recognition of realized gains. Consider these five strategies to keep the tax collector at bay.
Stock Options and Taxes: What You Don't Know Can Cost You
by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
March 22, 2004
Understanding how stock options are taxed can help you maximize your potential return and minimize the tax bite.
by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
March 22, 2004
Understanding how stock options are taxed can help you maximize your potential return and minimize the tax bite.