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Save for retirement and prepare for how you'll spend your money once you retire.
Your Guide to Bond Taxes | Charles Schwab | Charles Schwab
Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.
Certification for Late Rollover Contributions | Charles Schwab
Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for one of the reasons listed in Section 3.
Learn how annuities work and their potential costs and benefits.
Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Philip Kendall | Charles Schwab
Phil has more than 20 years of experience within investment management and financial services, including financial planning. He currently leads the Wealth Services team that is responsible for overall relationship management of ultra-high-net-worth clients. Prior to joining Schwab in 2009, he held roles in equity trading, investment management, and client management.
Brayton Brandt | Charles Schwab
As a Research Analyst for the Schwab Center for Financial Research (SCFR), Brayton provides investment research and thought leadership for Schwab clients and advisors, including timely and relevant charts on a variety of investing and wealth management topics.
Heather O'Leary | Charles Schwab
Heather O'Leary is a Senior Global Investment Research Analyst at Charles Schwab & Co. She is responsible for global market and economic data analysis to develop insights and create material for written publications, keynote presentations, and social media content produced by the Global Investment Strategy team.
EPS, or "earnings per share" gives you an idea of how profitable a company is. It's a simple calculation, but there's more to understanding EPS than just the math.
Understanding Forex Margin | Charles Schwab
What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.