Taxes


Tax-Free Gift Limits: How Much Money Can You Give?

by Carrie Schwab-Pomerantz
December 07, 2016

Current gift tax exclusions are pretty generous, but before you write that special holiday check, know the rules.
Making Money Through a Rideshare Service Is About More Than Driving

by Carrie Schwab-Pomerantz
July 27, 2016

When you’re driving for a rideshare service, you’re running your own business. Have a plan before you get behind the wheel.
Roth IRA Withdrawals: The Exceptions Can Be as Important as the Rules

by Carrie Schwab-Pomerantz
April 06, 2016

With taxes, nothing is simple—including Roth distributions. Get the facts first to avoid taxes and penalties.
Maxing Out Your Tax-Deductible IRA

by Carrie Schwab-Pomerantz
March 23, 2016

Don't let confusion about IRA deductibility rules keep you from maximizing your retirement savings.
Does Your Teen Need to File a Tax Return?

by Carrie Schwab-Pomerantz
February 24, 2016

Whether or not your teen needs to file a tax return, a first job can be a great lesson in financial reality.
Can You Turn Your Investment Loss into Tax Savings?

by Carrie Schwab-Pomerantz
December 02, 2015

No one likes to lose money on investing, but by harvesting capital losses, your losses could be more palatable.
Top 10 Year-End Tax Planning and other Financial To Do's

by Carrie Schwab-Pomerantz
November 11, 2015

There's still time to close out 2015 with a financial flourish. Check these top 10 year-end to dos off your list.
It's Open Enrollment. HSA vs. FSA—What's the Difference?

by Carrie Schwab-Pomerantz
September 30, 2015

Open enrollment is a great time to plan for health care costs and get a tax break, too. Don't ignore it! 
This Is What Marriage Equality Looks Like—For Your Finances

by Carrie Schwab-Pomerantz
August 05, 2015

Now that the Supreme Court has legalized same-sex marriage nationwide, it's essential for new couples to familiarize themselves with the financial benefits of marriage. 
Will You Have to Pay Capital Gains Taxes on the Sale of Your Home?

by Carrie Schwab-Pomerantz
July 01, 2015

There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
How Do You Value a Gift of Stock? It Depends on Whether You're the Giver or the Receiver.

by Carrie Schwab-Pomerantz
April 01, 2015

Giving a gift of stock is easy. But knowing the value for gift or income taxes can be a bit more complicated. 
Required Minimum Distributions: What Are the Dates and Deadlines?

by Carrie Schwab-Pomerantz
March 18, 2015

Turning 70½ is a milestone for you—and the IRS. Get the facts about Required Minimum Distributions and avoid whopping penalties.
Six Tips on Preparing for Tax Day

by Carrie Schwab-Pomerantz
March 11, 2015

Avoiding doing your taxes? A little organization can make it a whole lot easier.
Paying for College: Are Scholarships Taxable?

by Carrie Schwab-Pomerantz
February 18, 2015

Favorable tax treatment of scholarship money is only one way Uncle Sam may be able to help you with college costs.
What's in Store for 2015: Important IRS, Social Security and Medicare Updates

by Carrie Schwab-Pomerantz
January 07, 2015

Small changes in rules and regulations may affect how you save and spend in 2015. Best to be informed.
When You Cash Out a Custodial Account, Who Declares the Gains or Losses?

by Carrie Schwab-Pomerantz
February 19, 2014

When you take over a custodial account, the gains--and the losses--are yours for better or worse.



The information on this website is for educational purposes only. It 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.

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