Hayden Adams CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research Recent articles Tax Strategies Personal Finance & Planning Investment Expenses: What’s Tax Deductible? The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify? October 6, 2021 Tax Strategies Personal Finance & Planning How to Cut Your Tax Bill With Tax-Loss Harvesting Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward. September 28, 2021 Personal Finance & Planning Inheriting an IRA? Understand Your Options Understand how to manage an inherited IRA, as well as the rules and options to make the most of your inheritance. July 23, 2020
