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Insights & Ideas

Keeping you at the forefront of modern investing
With Tax Day right around the corner, here are nine things to keep in mind as you prepare to file your taxes.
Whether it’s stock options, restricted stock, an employee stock purchase plan, or some other form of equity compensation, most companies offer this vital benefit to employees. But once you have it, what should you do with it?
Social Security benefits plus added income may make you comfortable—but the IRS may also want its share.
The generation-skipping transfer tax can reduce estates by nearly half. Here’s how to avoid it.
How you manage your employee stock options can affect your taxes and financial plan.
Tax reform upended the incentives for charitable giving. Here’s how to keep making a difference.
Leveraging a lifetime of experience can spell success for retirees who want to start a new business.

Giving Made Easy

Schwab Charitable turns 20.
Analyzing Democratic candidates’ tax policy proposals and the impact they could have on the markets.
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
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