Carrie Schwab Pomerantz

Posted June 02, 2014

It's probably best to meet with a representative at your local Social Security office for help with the specifics of your situation, but I can give you some basics as a starting point.

Posted February 19, 2014

Dear Carrie: My father had a custodial account for me, and this year, I cashed it out. My father lost money on the whole, investing more than we've gained. What are the rules for custodial account taxes? Am I able to deduct the loss on my return?

Posted January 15, 2014

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