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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.
How Portability Can Help Minimize Estate Taxes | Charles Schwab
The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.
Saving Outside Your 401(k) | Charles Schwab
Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when.
6 Must-Ask Questions: Roth IRA Withdrawals | Charles Schwab
Putting money away for retirement is critical, but it's just as important to understand the rules for withdrawals. Learn about withdrawals, RMDs, and more.
Love and Money: Navigating Your Finances Together | Charles Schwab
From budgeting basics to big financial decisions, managing your money as a couple can be a challenge. Explore ideas to help transform money talks into opportunities for growth.
Buying, Renting, and Selling a Second Home | Charles Schwab
A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.
Roth IRA Conversion: Is It Right for You? | Charles Schwab
A Roth conversion involves moving assets from a retirement plan into your Roth IRA. Learn whether a Roth conversion is right for you and how a conversion works.
Portfolio Margin Explained | Charles Schwab
Introducing the benefits and risks of Portfolio Margin as compared to Regulation T.
How to Read Stock Charts and Trading Patterns | Charles Schwab
Learn how to read stock charts and analyze trading chart patterns, including spotting trends, identifying support and resistance, and recognizing market reversals and breakout patterns.
Shorting Stocks in Your Investment Strategy | Charles Schwab
Short selling aims to 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.