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• Leveraging Your Home Equity in Retirement | Charles Schwab

  Retirees have several options for using home equity to assist their finances. Learn how you can leverage your home’s value to support your retirement.

• ETFs | Charles Schwab

  Learn about exchange-traded funds and how they may benefit your portfolio.

• What to Know About Catch-Up Contributions | Charles Schwab

  SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k).

• Cash | Charles Schwab

  Learn about strategies related to keeping cash as an investment.

• Can Small Caps Bounce Back? | Charles Schwab

  Small-cap stocks tend to offer greater growth potential than large-cap stocks. Discover how interest rates, inflation, and investor sentiment affect small caps.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.

• Theta Decay in Options Trading | Charles Schwab

  What does theta decay in options trading mean? Learn about theta's role in options trades and three trading strategies that target time decay.

• Risk | Charles Schwab

  Understand the potential financial loss of investment decisions and how that may affect your portfolio.

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• 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.