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• Foreign Exchange (Forex) Trading for Beginners | Charles Schwab

  The forex market is traded around the globe, virtually around the clock. Learn more about forex trading with this retail forex guide for beginners.

• How to Use Walk Limit Orders for Options Trading | Charles Schwab

  Schwab's Walk Limit orders for options automate the process of placing limit orders, increasing or decreasing the price for traders along the bid/ask spread.

• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.

• Selecting Investments - Fixed Income | Charles Schwab

  Learn how to decide which fixed income investment best fits your need. Explore the steps to help build your fixed income portfolio.

• Using Futures for Capital Efficiency | Charles Schwab

  Learn how futures can help traders pursue their objectives while tying up less capital.

• Pledged Asset Line® | Schwab Bank

  The Schwab Pledged Asset Line® is a line of credit that leverages portfolio assets as collateral. Learn how a pledged asset line can meet financial needs.

• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.

• 2025 RMD Reference Guide | Charles Schwab

  What's new with required minimum distributions? We cover the basics here.

• Awards and Industry Recognition | Charles Schwab

  Winning awards starts with winning client satisfaction. Our dedication to serving clients has earned us top rankings in the industry.

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.