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Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.
Markets and Economy | Charles Schwab
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Equity Compensation | Charles Schwab
Learn about restricted stock, stock options, and employee stock purchase plans—all of which are types of non-cash compensation that companies offer employees to allow them to partake in ownership of their firm.
6 Must-Ask Questions: Roth IRA Withdrawals | Charles Schwab
Putting money away for retirement is critical, but it's just as important to understand the rules for withdrawals. Learn about withdrawals, RMDs, and more.
Spending in Retirement: Beyond the 4% Rule | Charles Schwab
The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.
Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab
Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.
Theta Decay in Options Trading: Strategies to Know | Charles Schwab
Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.
Are Municipal Bonds Tax Free? | Charles Schwab
Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.
Trade Away Practices | Charles Schwab
Information about Trades Executed through Broker-Dealers Other than Schwab in the Managed Account Select® and Managed Account Connection® Programs.
Ways to Invest | Charles Schwab
Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.