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• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• How Do Tax Brackets Actually Work? | Charles Schwab

  We'll dispel some tax myths and explain how tax brackets actually work.

• What Is a Tariff and How Does it Work? | Charles Schwab

  Tariffs have long been part of U.S. economic policy, but what is a tariff exactly? Learn how tariffs work and how they can impact markets and trade.

• How to find my tax forms on Schwab Mobile | Charles Schwab

• I Want to Buy a Home or Investment Property | Charles Schwab

  Discover how your equity can help you pursue your homeownership dreams like buying a home or investment property. Learn home-buying tips, how to invest in a second home, and more.

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• What Is an IRA? | Charles Schwab

  Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ

• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.

• How to File a Corrected 1099 | Charles Schwab

  Sometimes income from an investment is recharacterized from a tax perspective after it was distributed to you. Here's what happens next.