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Topic No. 409, Capital Gains and Losses
Tax · Regulatory
Capital gain treatment, rates, holding outcomes, and high-level loss rules.
Publication 550, Investment Income and Expenses
Tax · Reference
Investment income, capital gains and losses, holding periods, special rates, and trader rules.
Instructions for Schedule D (Form 1040)
Tax · Reference
Filing logic for gains, losses, worksheets, and special capital gain tax treatment.
Charles Schwab Developer Portal
Investing · Api
Official developer access path for account, trading, and market data integrations.
FRED API Overview
Macro · Api
REST API for macroeconomic data and historical series retrieval.
ALFRED Archival Economic Data
Macro · Dataset
Versioned economic history for revision-aware backtesting and point-in-time context.
Retirement Plan and IRA Required Minimum Distributions FAQs
Retirement · Regulatory
RMD rules for retirement planning and withdrawal sequencing.
Retirement Benefits
Retirement · Reference
Official Social Security retirement benefit rules and planning inputs.
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