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• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.

• Compare Platforms | Charles Schwab

  Compare the unique features of the thinkorswim® suite—and other trading platforms at Schwab—to discover how each fit with your strategy.

• Investing Basics: Stocks | Charles Schwab

  Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.

• Certification for Late Rollover Contributions | Charles Schwab

  Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for one of the reasons listed in Section 3.

• Are Preferred Securities Still Attractive? | Charles Schwab

  The higher yields preferred securities currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

• The Benefits of Avoiding Probate | Charles Schwab

  Probate court can help ensure a fair distribution of your assets, but it has many drawbacks. Here's what you should know about avoiding probate.

• Understanding the Gamma Squeeze | Charles Schwab

  Learn how a gamma squeeze combines retail call buying, a rally in the stock, and stock buying via market makers to hedge exposure, forcing the stock price up.

• Bear Market: Now What? | Charles Schwab

  Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.

• How Do Tax Brackets Actually Work? | Charles Schwab

  We'll dispel some tax myths and explain how tax brackets actually work.

• The Case for Actively Managed Bond Funds | Charles Schwab

  Actively managed bond funds have historically outperformed the broader bond market. Discover how they work and what to consider when researching them.