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How to apply for margin borrowing | Charles Schwab
Learn how to submit a margin funds application to trade with margin funds on Schwab.com
Is an IRA Right for You? | Charles Schwab
IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future.
Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.
Statement of Financial Condition | Charles Schwab
Report of independent registered audit firm.
What's Your Risk Capacity? | Charles Schwab
It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.
Online Security Checklist | Charles Schwab
We consider your account security to be a partnership between you and Schwab.
What Are Index Funds? | Charles Schwab
We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.
Wash-Sale Rule: How It Works & What to Know | Charles Schwab
Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.