Taxes

May 23, 2022

Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.

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Taxes

Tax-Efficient Investing: Why Is It Important?

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

Retirement Income

5-Step Tax-Smart Retirement Income Plan

Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.

Education

Paying for College: Are Scholarships Taxable?

Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.

Health Care

Potential, Long-Term Benefits of Investing Your HSA

Health savings accounts are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.

Learn about tax-smart strategies. 

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Taxes

Is Rental Income From a Vacation Home Taxable?

Renting out a vacation home part-time can mean extra income. But remember, Uncle Sam wants some of it too!

Taxes

Cryptocurrencies and Taxes: What You Should Know

Virtual currencies can result in real tax liabilities.

Taxes

4 Common Tax-Filing Mistakes and How to Avoid Them

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

Taxes

Does Your Teen Need to File a Tax Return?

Whether or not your teen needs to file a tax return, a first job and first investments can be a great start to their financial education.

Taxes

Making Sense of Your Tax Refund

Was your tax refund smaller than in previous years? Did you owe more than usual? Here's why.

IRA

Is an IRA Right for You?

IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future.

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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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