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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.

• What Should Your Advisor Know About You? | Charles Schwab

  How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• What Makes the U.S. Bond Market Appealing Now? | Charles Schwab

  Worried about portfolio volatility but think you missed the peak opportunity for bonds? Find out what's happening in the bond markets and how you can still capture a good rate.

• Securities-Based Line of Credit: What to Consider | Charles Schwab

  A securities-based line of credit (SBLOC) can be a cost-effective, tax-efficient way to cover short-term borrowing needs. Explore potential benefits & risks.

• What is Performance Stock (PSUs and PSAs)? | Charles Schwab | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), including how to enroll and how they may impact your taxes.

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance....

• To Know What You Know | Charles Schwab

  In a great bit of irony, to truly know if you're good at something, you have to be good at it already.

• What are Meme Coins? Uses and Risks to Know About | Charles Schwab

  Meme coins are a type of cryptocurrency, but they're typically created out of novelty rather than an investment.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.