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• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Roth IRA Conversion: Is It Right for You? | Charles Schwab

  A Roth conversion involves moving assets from a retirement plan into your Roth IRA. Learn whether a Roth conversion is right for you and how a conversion works.

• Ways to Help Reduce Risk in Your Portfolio | Charles Schwab

  A market downturn can expose risk in your portfolio. Learn how to help manage portfolio risk by aligning your investment strategy with your risk tolerance.

• What is Property and Casualty Insurance? A Guide | Charles Schwab

  Learn about different types of property and casualty insurance and how they could protect you in the event of damage to your home, car, business, or valuables.

• Investing in Rental Properties | Charles Schwab

  Real estate rentals can be a source of income. But there's more to being a landlord than meets the eye. Keep reading for best practices and common pitfalls.

• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions.

• Margin Trading: The Starter Guide | Charles Schwab

  There are different types of margin trading for stocks, options, futures, and forex. Read more to learn about their unique risks and benefits.

• 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.

• Schwab Individual 401(k) Plan Adoption Agreement | Charles Schwab

  These instructions are designed to help you, the Adopting Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement for the Schwab Individual 401(k) Plan.

• What Is a Bond? Understanding Bond Types and How They Work | Charles Schwab

  Learn about bonds, starting with the basics (what is a bond, how do bonds work) and then exploring types of bonds and how rising interest rates can affect them.