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• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• Invested book excerpt | Charles Schwab

  Toggle Mobile Navigation Navigate to home Home Excerpt Author Media Visit Schwab.com Buy the book

• Schwab Money Funds | Charles Schwab

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

• Investing Basics: ETFs | Charles Schwab

  Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.

• Roth 401(k) vs. Roth IRA | Charles Schwab

  Learn more about both Roth IRAs and Roth 401(k)s, including how they work, their income limitations, and why you should consider contributing to them.

• Are HSAs the New IRAs? | Charles Schwab

  Considering investing in a health savings account? Learn how these triple-tax-advantaged accounts could help pay for health care in retirement.

• How to Save for an Emergency Fund | Charles Schwab

  On this episode of Personal Finance 101, we take a closer look at what factors to consider when saving for an emergency fund.

• Schwab SIMPLE IRA | Charles Schwab

  Learn how a SIMPLE IRA could be an easy and low-cost way to set up a retirement program.