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• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• Technical Analysis: Filtering the Market | Charles Schwab

  Technical analysis tools help identify and evaluate potential trade opportunities. These indicators include trend lines, moving averages, volume, and more.

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

• When Can You Withdraw From Your 401(k)? A Guide | Charles Schwab

  When can you withdraw from your 401(k)? If you're considering withdrawing funds early, remember the rule of 55. Find out how it works and what you need to know.

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

• Learning Quest 529 Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• LEAPS Call Options: Stock Alternative? | Charles Schwab

  LEAPS, or long-term equity anticipation securities, are options with expirations longer than nine months. LEAPS calls can be traded as a leveraged stock alternative strategy.

• Trading Options on Spot Bitcoin ETFs | Charles Schwab

  Options trading on bitcoin ETFs opens up new trading possibilities for traders interested in cryptocurrencies.

• Calculate the Sharpe Ratio to Gauge Risk | Charles Schwab

  Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

• Before and After: Managing Social Security Taxes | Charles Schwab

  Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.