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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.
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.
Late-in-Life Marriage: Pros, Cons, and More | Charles Schwab
Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.
How to Use Advanced Stock Order Types | Charles Schwab
Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.
Midyear Outlook: Equities, International & Washington | Charles Schwab
What can investors expect from the U.S. stock market, the global markets, and the policy landscape in D.C. in the second half of 2024?
Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.
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.
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.
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.
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.