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• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.

• Insights & Education | Charles Schwab | Charles Schwab

  Keeping you at the forefront of modern investing

• Does Market Timing Work? | Charles Schwab

  We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point. Learn why investing immediately pays off.

• Weekly Trader's Stock Market Outlook | Charles Schwab

  Read our weekly market review, complete with commentary on the previous week in the stock markets and our outlook for the upcoming week.

• Want to Downsize Your Home? Here’s What to Know | Charles Schwab

  Moving to a smaller house as you near retirement can have many financial advantages. Here’s what you should consider from a tax perspective.

• Why Are Munis Attractive Right Now? | Charles Schwab

  Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.

• Tax-time Resources | Schwab

  Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.

• Foreign Tax: Credit or Deduction? | Charles Schwab

  If you paid foreign taxes on overseas investments, you may be able to avoid a double hit by claiming a credit or deduction on your U.S. tax return. Learn more.

• What Year-End Tax Strategies Should You Consider for 2024? | Charles Schwab

  Mark Riepe highlights key updates to tax policy in 2024 and offers helpful year-end tax-planning moves.

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more.