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• Tax reporting and cost basis facts for stock plans.

  only if you had a sale transaction in your account(s). Cost basis facts for stock plan participants 3 Which values are used to calculate the cost basis of various stock plan transactions? Ultimately...your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked) . . . Note: If you checked Box A above but the basis reported to the IRS...your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked) . . . Note: If you checked Box A above but the basis reported to the IRS...

• Schwab's Market Perspective: On Firmer Ground? | Charles Schwab

  What to expect from the stock and bond markets? Here's Schwab's perspective.

• Inside the Mind of a Trader | Charles Schwab

  A new take on a financial talk show, Inside the Mind of a Trader can help you discover ways you might apply the thinking of brilliant traders to your own strategies.

• Automated Investing | Schwab Intelligent Portfolios | Charles Schwab

  Schwab Intelligent Portfolios® is investing made easy. Our robo-advisor builds, monitors, and rebalances a diversified portfolio of exchange-traded funds.

• Market Volatility in Retirement: Are You Prepared? | Charles Schwab

  Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.

• How to Search for Funds on Schwab.com | Charles Schwab

  Choosing investments doesn’t have to be overwhelming. Watch to learn how to use ETF and Mutual Fund Screeners to help find low-expense index funds.

• Charles Schwab Cards from American Express

  New exclusive American Express cards are now available to Schwab brokerage account holders.

• Required Minimum Distribution | Charles Schwab

  See your total RMD amount, any amount you've already withdrawn, and the remaining amount you must withdraw—all in one place.

• Mathias Picot | Financial Consultant in CA | Charles Schwab

  Mathias Picot is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• Small Business | Charles Schwab

  Understand how to choose which retirement plan fits your business, and money management tips for side gigs and freelance work.