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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.

• Using Futures for Capital Efficiency | Charles Schwab

  Learn how futures can help traders pursue their objectives while tying up less capital.

• 4 Borrowing Strategies to Consider for Big Expenses | Charles Schwab

  Using debt strategically, and wisely, can help you achieve important financial goals or cover an unexpected expense. Learn about four loan types.

• Three Things to Know About the Wheel Strategy | Charles Schwab

  Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated.

• How Much "Tech" Do You Own? | Charles Schwab

  Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.

• Contact Us | Customer Service | Charles Schwab

  If you're looking for assistance with your Schwab account, please contact Charles Schwab customer service. We're happy to help anytime.

• What to Know About Catch-Up Contributions | Charles Schwab

  SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k).

• How to invest in sector- or industry-specific stocks | Charles Schwab

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

• Retirement Income: Required Minimum Distributions | Charles Schwab

  Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings.

• Trade order routing process | Charles Schwab

  Schwab regularly and rigorously monitors execution quality among competing market venues and looks for opportunities to adjust order routing based on performance trends, technological advances, and other competitive developments.