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• Getting Started with Options (Week 10 of 10) | Charles Schwab

  In this video, we discuss an example 3-step process for selecting a specific options strategy out of the dozens available.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Understanding Recent Volatility in the Bond Market | Charles Schwab

  Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.

• Tariffs Continue to Fuel Market Uncertainty | Charles Schwab

  The U.S. markets and economy are at the mercy of tariffs that are rewriting long-standing global trade policy. How can investors keep calm amid extraordinary volatility?

• 3 Strategies to Help Ease Your RMD Tax Burden | Charles Schwab

  Required minimum distributions (RMDs) from your retirement plan account can take a toll on your tax bill. Consider these strategies to help reduce the sting.

• The State of the Post-Pandemic Retail Market (With Matthew Shay) | Charles Schwab

  Matthew Shay, CEO of the National Retail Federation, breaks down the state of the retail market in the U.S.

• Move Assets from My Schwab Brokerage Account | Charles Schwab

  Please use this form to move (or transfer) cash and/or assets from your Schwab brokerage account to another Schwab brokerage account(s).

• How Do You Gauge the Impact of Washington on Your Finances? | Charles Schwab

  Mark Riepe is joined by Michael Townsend to discuss the cognitive and emotional biases that influence political decision-making and unpack the gap between campaign promises and legislative realities.

• Tax reporting and cost basis facts for stock plans.

  reporting to the IRS on the sale of all securities when you file your tax return. This document reviews all award types. Please click the links below to jump to specific sections that may pertain to your...Reporting on ESPPs > Reporting on RSAs, RSUs, PSAs, PSUs > Cost basis resources > Please carefully review the information in this document with your tax advisor. If you use TurboTax® or other tax software...reporting document) to complete your tax returns for stock plan transactions. In addition, you should review both your Schwab One brokerage account and your Schwab Equity Awards account for tax information...

• How Fed rate cuts impact mortgage interest rates | Charles Schwab

  Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.