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• 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.

• 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.

• 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.

• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it....

• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• How Can You Steer Your Portfolio Through a Recession? | Charles Schwab

  What are some strategies that can help investors navigate a recession?