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• Inflation Reduction Act Summary | Charles Schwab

  What's in Inflation Reduction Act? Our summary discusses how it aims to combat climate change and increase tax revenues. Learn what it could mean for you.

• Backdoor Roth: Is It Right for You? | Charles Schwab

  If your income is too high for a Roth IRA, there's another way in—but it comes with some caveats. Learn more about the backdoor Roth and the tax implications of using one.

• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.

• Should You Consider an Adjustable-Rate Mortgage? | Charles Schwab

  Adjustable-rate mortgages are on the rise—but are they right for you?

• Horacio Lopez Jr | Financial Consultant in CA | Charles Schwab

  Horacio Lopez Jr is a Financial Consultant at Charles Schwab serving Encino, CA. Request an appointment or contact us today to speak with a financial consultant.

• Xavier Williams | Financial Consultant in IN | Charles Schwab

  Xavier Williams is a Financial Consultant at Charles Schwab serving Carmel, IN. Request an appointment or contact us today to speak with a financial consultant.

• Brian Wagenbach | Financial Consultant in MN | Charles Schwab

  Brian Wagenbach is a Financial Consultant at Charles Schwab serving Edina, MN. Request an appointment or contact us today to speak with a financial consultant.

• Investing in Long- or Short-Term Rentals | Charles Schwab

  Deciding whether to list your home or investment property as a long- or a short-term rental? Find out what to consider.

• Online Stock Trading Tools | Web Trading Tools | Charles Schwab

  Place trades and access a wealth of trading tools, fundamental analysis, market data, industry research, and more when you trade online at Schwab.com.

• Mortgage Rates | Schwab Bank | Charles Schwab

  Check current mortgage rates to purchase a home or refinance your loan. Schwab offers secured loans that you can use for mortgages with affordable interest rates.