Tax Planning

Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth. Or explore other tax topics:

cost basis tax loss harvesting tax filing
Charitable Giving

12 Tax-Smart Charitable Giving Tips for 2023

Increase your charitable impact while potentially reducing your taxable income.

Taxes

The Estate Tax and Lifetime Gifting

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

Tax Planning

Tax-Efficient Investing: Why Is It Important?

Making tax-efficiency part of your investing strategy can help lower your tax bill.

Financial Planning

How to Manage a Windfall

Three tips for incorporating a large influx of assets into your financial plan.

RMDs

Required Minimum Distributions: What You Should Know

Guidelines, deadlines, and potential tax consequences: What you need to know when it comes to required minimum distributions.

Real Estate

Should I Sell My House Now While Prices Are Down?

Should you sell your house in a down market? Pay attention to both your wallet and the issues that impact your quality of life.

Taxes

Tax Bill or Tax Refund? Find Out Why

Did you get a tax refund or a tax bill when you filed this year? Find out why.

Retirement

How Does SECURE 2.0 Help 70-Somethings Save More?

You're never too old to keep saving. And the new benefits of SECURE 2.0 give you added opportunities—even past age 70.

Tax Planning

Year-End Tax Trading: Wash Sales and More

For end-of-year tax planning, traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.

Taxes

4 Common Tax-Filing Mistakes and How to Avoid Them

Watch out for these common errors when preparing your tax return.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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