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• What Are Tax Brackets and Marginal Tax Rates? | Charles Schwab

  What are the tax brackets and how do marginal tax brackets work? Find out about tax rates as we head into income tax season.

• What is Thematic Investing? | Charles Schwab

  From AI to green energy to the space economy, thematic investing makes it easier to invest in ideas and trends. Learn more about thematic investing.

• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• Managing Taxes in Retirement | Charles Schwab

  As you approach and enter your golden years, calculating your tax obligations could be tricky.

• What is Alternative Minimum Tax (AMT) and How Does It Work | Charles Schwab

  Alternative minimum tax (AMT) applies only to some taxpayers. What is the AMT and how does it work? Learn who might be affected by the AMT and what triggers it.

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• Accounts Overview – Investing Goals | Charles Schwab

  Schwab makes it easy to choose the right account for your financial goals. Learn about investment and savings accounts we offer and find the right fit for you.

• Trade Stocks | Charles Schwab

  Ready to start your stock trading journey? Follow these steps to trade stocks at Schwab.

• Inherited IRA Rules & SECURE Act 2.0 Changes | Charles Schwab

  It's important to understand the updated inherited IRA distribution rules tied to the recent change in the SECURE Act, including its latest version, SECURE 2.0.

• A Look at What's Impacting Futures Markets | Charles Schwab

  News never sleeps and neither do the futures markets. Get the latest developments and analysis of what is impacting the futures markets.