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• Should You Buy a Home? 5 Things to Do First | Charles Schwab

  Think you're ready to buy your first home? Do these five things before stepping into that first open house.

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.

• Learning Quest 529 Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Learning Quest 529 Plan Account by check or rollover.

• (Bonus) Do Super Bowl Wins Diminish in Value? | Charles Schwab

  In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.

• Schwab Futures and Forex daily segregated requirements March 2025 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• 2024 Tax Reference Guide | Charles Schwab

  This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2024.

• Energy Investing: WTI vs. Brent Crude Oil | Charles Schwab

  WTI vs. Brent Crude Oil: Wondering which to invest in? Discover what to know when considering West Texas Intermediate and North Sea Brent Crude.

• Schwab Intelligent Portfolios Quarterly Market Commentary | Charles Schwab

  How is the stock market performing? Check out our quarterly market commentary, including a review of how Schwab Intelligent Portfolios performed.