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• Required Minimum Distributions (RMDs) | Charles Schwab

  Investors 73 and older must take required minimum distributions (RMDs) from tax-deferred retirement accounts. Learn how Charles Schwab can help you meet this requirement....

• Michael Iachini | Charles Schwab

  He leads the research effort on mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments....

• Margin Disclosure Statement | Charles Schwab

  information regarding margin borrowing, if you have requested the margin feature on your brokerage account....

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties....

• College Savings Plans | Charles Schwab

  Compare different accounts specifically designed to help you save for college, and understand the tax advantages of each college savings plan....

• Shorting Stocks in Your Investment Strategy | Charles Schwab

  provide protection or profit during a stock market downturn, but it can be risky and requires a margin account. Learn the mechanics of shorting a stock....

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account....

• Can Overtrading Undercut After-Tax Returns? | Charles Schwab

  Excessive turnover in taxable accounts can lead to tax consequences. Learn how harmful the so-called tax drag can be—and what you can do to combat it....

• Paying for College | Charles Schwab

  If you’re paying for college, tap into all potential funding sources: college savings accounts, scholarships, and financial aid; and see how aid requests are evaluated....

• 457(b) vs. 403(b) Retirement Plans | Charles Schwab

  about the differences between 457(b) vs. 403(b) and how you might be eligible for this retirement account if you work for public service or the government....