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• Cryptocurrencies and Taxes: What You Should Know | Charles Schwab

  Virtual currencies can result in real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return.

• 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.

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

• Barbell, Bullet, and Bond Ladder Strategy | Charles Schwab

  Choosing between a bullet, a barbell, and a bond ladder strategy depends on your goals and timeframe. Discover which investment strategy best fits your needs.

• Learning Quest 529 Plan Incoming Rollover Form | Charles Schwab

  Complete this form to initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Learning Quest 529 Plan.

• Using After-Hours Trading  | Charles Schwab

  Some traders use after-hours trading as a way to analyze their trades and look ahead to prepare for the next trading day.

• 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.

• How to Determine Your Risk Tolerance Level | Charles Schwab

  As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly.

• Equity Compensation—It's Not Just Fun Money | Charles Schwab

  When your employer grants you shares of stock, it can feel like a bonus. But it's more than fun money; it's a chance to build your financial future if you manage it right.

• Securities Alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.