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• Too Much Cash? Tips for Reinvesting Money | Charles Schwab

  When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing.

• Understanding Margin and Leverage in Trading | Charles Schwab

  Understand the basics of margin and leverage, along with the benefits and risks they can bring to your trades.

• Leveraging Your Home Equity in Retirement | Charles Schwab

  Retirees have several options for using home equity to assist their finances. Learn how you can leverage your home’s value to support your retirement.

• Depreciation Recapture and Rental Property Taxes | Charles Schwab

  Depreciation on income property can offer a tax break—until you sell the asset. Learn how depreciation recapture works and ways to help manage it.

• Tariff Clouds Hover Over Stock Markets | Charles Schwab

  As tariffs proliferate, they bring new concerns for the economy, including inflation, supply chain interruption, and job losses. What do investors need to know?

• SIMPLE IRA Contribution Transmittal Form | Charles Schwab

  Use this form to remit SIMPLE IRA contributions for your plan to Schwab. All requested information is required.

• Learning Quest Account Owner Change Form | Charles Schwab

  Use this form to add or replace a Joint Account Owner on your account. To complete this request, all Account Owners, existing and new must sign in Section 4. A new Account Application is not necessary.

• Schwab 529 Plan Agent Authorization Form | Charles Schwab

  Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).

• The Tax-Planning Life Cycle | Charles Schwab

  Certain tax topics can have an impact on your after-tax wealth. Learn about the tax-planning life cycle and how taxes can affect every stage of your investing journey.

• Out-of-the-Money and In-the-Money Verticals | Charles Schwab

  Learn about the similarities and differences of an out-of-the-money (OTM) put vertical and an in-the-money (ITM) call vertical spread, plus how to use them.