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• Managing Taxes in Retirement | Charles Schwab

  As you approach and enter your golden years, calculating your tax obligations could be tricky.

• Account Types with Schwab Intelligent Portfolios | Charles Schwab

  Unsure about which Schwab Intelligent Portfolios® account is appropriate for you? Consider your options.

• Products | Charles Schwab

  Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.

• Losses Loom Large: With Guests Hank Haney, Dolly Chugh & Maurice Schweitzer | Charles Schwab

  From ethical behavior to athletic competition, the disproportionate drive not to lose can lead to major mistakes.

• How to Speculate with Futures | Charles Schwab

  Learn about speculating with futures trading and how to use the thinkorswim platform to place futures trades.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Beyond Market Cap: Fundamental Indexing Explained (with Rob Arnott) | Charles Schwab

  Liz Ann Sonders interviews Rob Arnott, founder of Research Affiliates, about how fundamental indexing works.

• What Are Options Collars? | Charles Schwab

  Downturns are natural in any market. Learn how options collars—combining a covered call and a protective put—can potentially help manage stock or ETF risk.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Should You Consider an Adjustable-Rate Mortgage? | Charles Schwab

  Adjustable-rate mortgages are on the rise—but are they right for you?