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Tax Bill or Tax Refund? Find Out Why | Charles Schwab
Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.
Inflation Reduction Act Summary | Charles Schwab
What's in Inflation Reduction Act? Our summary discusses how it aims to combat climate change and increase tax revenues. Learn what it could mean for you.
How Futures Margin Works | Charles Schwab
Learn about futures margin trading and how leverage impacts potential profits and losses.
5 Questions to Ask Before a Big Purchase | Charles Schwab
Avoid surprises by asking key questions before a big purchase or payment. Sometimes borrowing may make more sense than pulling money out of your portfolio.
Compare Platforms | Charles Schwab
Compare the unique features of the thinkorswim® suite—and other trading platforms at Schwab—to discover how each fit with your strategy.
Investing Basics: Bonds | Charles Schwab
Watch to learn the basics of bonds and how investors might use them to preserve capital and pursue extra income.
I Want to Save for Education | Charles Schwab
Discover how you can use your equity compensation to save for education. Learn about the different types of education savings accounts and strategies to help you pay for education.
Must-Ask Questions: IRA Contributions | Charles Schwab
What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.
What's Your Risk Capacity? | Charles Schwab
It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.
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.