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• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• 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.

• How to transfer an account to Schwab | Charles Schwab

  Learn to transfer an account to Schwab in just three simple steps. Transfer your stocks, mutual funds and more.

• What's Your Risk Capacity? | Charles Schwab

  It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.

• What Are Index Funds? | Charles Schwab

  We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.

• Schwab Individual 401(k) | Charles Schwab

  Learn how you could make substantial contributions toward your retirement with an Individual 401(k) plan.

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.

• Schwab Money Funds | Charles Schwab

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

• Roth IRA Contribution Limits for 2024-2025 | Charles Schwab

  See Roth IRA contribution limits for tax years 2024 and 2025. Learn how much you can contribute based on your income.

• Estate Planning Taxes | Charles Schwab

  See four things you can do now to preserve more of your assets for your heirs in the future.