
Tax-Efficient Investing: Why Is It Important?

5-Step Tax-Smart Retirement Income Plan

Paying for College: Are Scholarships Taxable?

Potential, Long-Term Benefits of Investing Your HSA
Learn about tax-smart strategies.

Is Rental Income From a Vacation Home Taxable?

Cryptocurrencies and Taxes: What You Should Know

4 Common Tax-Filing Mistakes and How to Avoid Them

Does Your Teen Need to File a Tax Return?

The Estate Tax and Lifetime Gifting

Making Sense of Your Tax Refund
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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