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What is a Roth IRA? | Charles Schwab
Open a Schwab Roth IRA, with key advantages like tax-free growth potential for earnings and contributions, and qualified withdrawals that can be taken tax-free.
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.
ESPP Taxes Explainer | Charles Schwab
ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.
Using Futures to Hedge Against Market Downturns | Charles Schwab
Learn how futures contracts can help experienced traders and investors manage portfolio risk, including the use of a beta-weighted hedging strategy.
Find a Branch | Financial Services | Brokerage Firm | Charles Schwab
Find your nearest Charles Schwab location and speak with one of our financial consultants. Get directions, hours, and request an appointment online.
Why Trade Options at Schwab | Charles Schwab
Get the best of options trading at Schwab. We provide competitive fees, intuitive tools and platforms, specialized support, options trading education, and more.
Are you new to sector ETFs or want to learn which sectors you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style.
thinkorswim Download | Charles Schwab
Analyze, strategize, and trade like never before when you open an account with Charles Schwab and download the powerful thinkorswim platforms.
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.
How Can You Preserve Your Assets for Your Heirs? | Charles Schwab
Austin Jarvis speaks with Mark Riepe about the complications of estate taxes—and what you can do if the estate tax exemptions change in 2026.