Taxes

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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Financial Planning

Can You Give Stock as a Gift?

Giving stock can be both a financial gift and a personal finance lesson. But get the details first.

Taxes

Should You Start Giving Money to Your Heirs Now or Leave a Bequest?

Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

Bonds

Beware Taxes on Discounted Munis

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

Taxes

Taxation Nation: Which State Taxes Matter to You?

Your overall tax liability is heavily dependent on where you live. Here's your state-by-state guide to who charges what.

Taxes

2022 Taxes: 8 Things to Know Now

With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2022 taxes.

Tax Planning

Tax Filing: Are You Ready?

The sooner you start gathering your tax forms and getting ready to file, the less stress you're likely to feel as Tax Day approaches.

Taxes

Tax Rates & Brackets Explained

Find out how tax rates and brackets influence what you pay in income tax, what the new bracket ranges are for 2022, and how to calculate your effective tax rate.

Charitable Giving

Tax-Smart Charitable Giving

If you're deciding between taking the standard deduction or itemizing, learn three tax-smart ways to get a tax deduction for your charitable giving.

Tax Planning

Watch Out for Wash Sales

What the IRS rule on wash sales might mean for you.

Trading

How Overtrading Can Undercut After-Tax Returns

Excessive turnover in taxable accounts can lead to tax consequences.

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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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