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Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.
How to Invest in REITs | Charles Schwab
A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs.
How to Find Bullish Stocks on thinkorswim® | Charles Schwab
Learn ways to find uptrending stocks for bullish trading strategies using the Stock Hacker stock screening tool on thinkorswim® desktop.
Out-of-the-Money and In-the-Money Verticals | Charles Schwab
Learn about the similarities and differences of an out-of-the-money (OTM) put vertical and an in-the-money (ITM) call vertical spread, plus how to use them.
How to Use Implied Volatility Percentiles | Charles Schwab
Learn how implied volatility (IV) and historical volatility (HV) percentiles help you when ranking volatility and can help you select various options strategies.
Too Much Cash? Tips for Reinvesting Money | Charles Schwab
When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing.
Depreciation Recapture and Rental Property Taxes | Charles Schwab
Depreciation on income property can offer a tax break—until you sell the asset. Learn how depreciation recapture works and ways to help manage it.
Trading Futures on thinkorswim® mobile (iPhone) | Charles Schwab
Learn how to trade futures on the thinkorswim® mobile app.
You've just inherited a retirement account. Now what? | Charles Schwab
Inherited IRA (pre-Secure Act)
Types of Employee Benefits | Charles Schwab
Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.