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• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.

• Financial Considerations of Moving Abroad | Charles Schwab

  More Americans are establishing second homes abroad. Learn more about visas, banking, taxes, health care, estate planning, and more before making the move.

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions.

• Ways to Manage Mega Cap Concentration | Charles Schwab

  When mega cap stocks are dominating the stock market, the case for thoughtful diversification shines.

• How to Save for Multiple Financial Goals | Charles Schwab

  Saving can be hard to manage when you're juggling multiple savings goals, such as retirement and a down payment. Discover ways to work towards both.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• 3 Strategies to Help Ease Your RMD Tax Burden | Charles Schwab

  Required minimum distributions (RMDs) from your retirement plan account can take a toll on your tax bill. Consider these strategies to help reduce the sting.

• How Do You Define Investment Risk? | Charles Schwab

  There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.

• Trading the Trend | Charles Schwab

  Are there potential opportunities? It’s important to be educated when it comes to trading and consider risk of capital based on trader’s own risk tolerance and situation.