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• Financial Planning | Charles Schwab

  Understand where you are today and create a roadmap to get you where you want to be.

• 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.

• What Is a Roth IRA? | Charles Schwab

  Roth IRAs are individual retirement accounts that you contribute to with after-tax dollars (income you’ve already paid taxes on). The potential benefit? Your savings can grow tax-free.

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

• Alternative Investments | Charles Schwab

  Learn about strategies that invest in non-traditional financial assets such as private equity, private credit, real estate, hedge funds, and exchange funds.

• Mortgage Rate Calculator | Schwab Bank

  Use this online Mortgage Rate Calculator to get a customized mortgage rate quote whether you want to buy a house or refinance your existing home loan.

• Tax-time Resources | Schwab

  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.

• Managed Account Select Strategies List | Charles Schwab

  Managed Account Select provides access to an expansive range of third-party asset managers and focused investment strategies for you to create a portfolio tailored to your needs.

• Watch Out for the Kiddie Tax | Charles Schwab

  Does your child have unearned income? Make sure you understand Kiddie Tax rules.

• Q2 Bank Earnings Preview: A Dimmer Light? | Charles Schwab

  After mid-level performance in Q1, financials sector earnings may slow in Q2, though favorable signs like the yield curve could help margins. Learn why.