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• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab

  Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes.

• Inflation Reduction Act Summary | Charles Schwab

  What's in Inflation Reduction Act? Our summary discusses how it aims to combat climate change and increase tax revenues. Learn what it could mean for you.

• Technical Analysis | Charles Schwab

  Interpret market data to identify patterns and trends to make more educated predictions.

• Behavioral Finance | Charles Schwab

  Discover how psychological influences and biases may affect your financial behavior.

• ETFs: Expense Ratios and Other Costs | Charles Schwab

  ETFs have expense ratios for managing the fund and trading costs, like commissions, bid/ask spreads, and discounts and premiums to NAV.

• Living in Retirement | Charles Schwab

  Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• 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.

• 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.