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Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.
Form 1099-B: Cost Basis and Options Trading | Charles Schwab
At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.
Saving for College: Custodial Accounts | Charles Schwab
Custodial accounts may not offer the tax benefits of 529 plans, but they can be used for expenses that 529 plans don't cover. Learn the benefits and drawbacks.
Must-Ask Questions: IRA Contributions | Charles Schwab
What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.
Help Your College Grad Become an Investor | Charles Schwab
Looking for a meaningful college graduation present? Consider opening up the world of investing.
Student Debt: Is College Worth It? | Charles Schwab
The cost of college is on the rise. Is student loan debt worth it?
Wealth Management Services | Charles Schwab Private Wealth Services
With Schwab Private Wealth Services, you get priority access to our highest level of professional guidance – a dedicated team of private wealth management specialists, priority service, and more.
Energy: Powering Artificial Intelligence? | Charles Schwab
Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Tariffs: Q1 Impacts and Q2 Negotiations | Charles Schwab
A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.
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.