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• How to Stay on Top of Your Retirement Savings | Charles Schwab

  Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• How to find my tax forms on Schwab Mobile | Charles Schwab

• Instructions to Open or Update a Schwab One® Trust Account with Optional Schwab Bank Investor Checking™ Trust Account | Charles Schwab

• Managing Cash-Secured Puts | Charles Schwab

  Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.

• Schwab Money Funds | Charles Schwab

  Mutual funds designed to offer investors stability of capital, liquidity and current income.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• 5 Key Financial Ratios for Stock Analysis | Charles Schwab

  Learn how five key financial ratios can help investors understand a stock's true value and how investors can incorporate these ratios into their analysis.

• Schwab Center for Financial Research | Charles Schwab

  The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.

• A Look at Hard vs. Soft Data | Charles Schwab

  Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.