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• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.

• How to Determine Your Risk Tolerance Level | Charles Schwab

  As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly.

• Managed Account Select Strategies List | Charles Schwab

  Managed Account Select provides access to an expansive range of third-party asset managers and focused investment strategies for you to create a portfolio tailored to your needs.

• Tax-time Resources | Schwab

  Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.

• Watch Out for the Kiddie Tax | Charles Schwab

  Does your child have unearned income? Make sure you understand Kiddie Tax rules.

• Will the United States Dollar Be Dethroned? | Charles Schwab

  Curious how the United States dollar is doing? Despite the trend toward currency diversification in global trade, we don't see the U.S. dollar losing dominance.

• Selecting Investments - Fixed Income | Charles Schwab

  Learn how to decide which fixed income investment best fits your need. Explore the steps to help build your fixed income portfolio.

• Cryptocurrencies and Taxes: What You Should Know | Charles Schwab

  Virtual currencies can result in real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return.

• Investment Products – Blended Strategy | Charles Schwab

  Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.

• How to sell stocks | Charles Schwab

  Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.