How to Manage Taxes Over a Lifetime
Learn how to manage taxes through a long-term lens—with the goal of growing your after-tax net worth.3 Items
This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone.
Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.
For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve.
Investing involves risk, including loss of principal.
This information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information. Certain information presented herein may be subject to change. The information or material contained in this document may not be copied, assigned, transferred, disclosed, or utilized without the express written approval of Schwab.
Charles Schwab & Co., Inc. does not provide tax advice. Clients should consult a professional tax advisor for their tax advice needs.
Charles Schwab & Co., Inc. does not represent that any particular tax consequences will be obtained. Before executing any tax strategies ensure you understand the technicalities and certain risks including unintended tax implications. Investors should consult with their tax advisors and refer to the Internal Revenue Service (“IRS”) website at http://www.irs.gov about the potential tax consequences.