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How to reinvest dividends | Charles Schwab
Discover how to find equities that pay dividends and learn how you can reinvest them.
Managing Money: Six Principles of Personal Finance | Charles Schwab
Watch to learn about six personal finance topics that can have a big impact on your life: budgeting, saving, debt, taxes, insurance, and retirement.
How Higher Income Can Affect Medicare Premiums | Charles Schwab
Medicare premiums can jump if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.
How Much Car Can I Afford? 5 Things to Consider | Charles Schwab
Wondering how much car you can afford? Here's what to consider before signing on the line—starting with your monthly payment and how it fits into your budget.
ERISA 408(b)(2) Fee Disclosure Report | Charles Schwab
The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries.
Open online or use this form to open two linked accounts: (1) a Schwab One brokerage account with Charles Schwab & Co., Inc. and (2) a Schwab Bank Investor Checking account with Charles Schwab Bank, SSB.
Tax-Efficient Investing | Charles Schwab
Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.
Costly 529 College-Saving Mistakes | Charles Schwab
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.
Limitations of Stock Indexes & How to Use Them | Charles Schwab
How stock market indexes are calculated can skew their data. Learn about index limitations, using indexes effectively, and other tools that might help with investment decisions.
Keeping Track of Your Portfolio's Performance | Charles Schwab
The S&P 500® Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing.