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? by Hayden Adams October 27, 2020 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? Tax Strategies Personal Finance & Planning Reap the Benefits of Tax-Loss Harvesting to Lower Your Tax Bill by Hayden Adams September 30, 2020 Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward. Personal Finance & Planning Inheriting an IRA? Understand Your Options by Hayden Adams July 23, 2020 Understand how to manage an inherited IRA, as well as the rules and options to make the most of your inheritance.
