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• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.

• Types of Insurance: A Guide | Charles Schwab | Charles Schwab

  How do you know what type of insurance you need? Explore different kinds of insurance, their pros and cons, and costs.

• The Ins and Outs of RSA Taxes and 83(b) Elections | Charles Schwab

  An 83(b) election allows you to pay tax on the value of restricted stock awards (RSAs) at grant time rather than vest time. Learn more about 83(b) elections.

• Which Milestone Ages Factor Into Retirement Planning? | Charles Schwab

  Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.

• When Should I Start Saving for Retirement? | Charles Schwab

  Some pros say your early investing years are among the most critical, which can start with setting up a 401(k). Learn how to start saving for retirement.

• Why a Board of Directors Matters | Charles Schwab

  A board of directors' responsibilities can be critical to a company's success or failure. Find out how to factor board makeup into your investment decisions.

• 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.

• Wondering Where to Stash Your Cash? Start Here. | Charles Schwab

  There are lots of places to stash your cash, but it's not one-size-fits-all. It pays to choose carefully.

• Is Your Investment Portfolio Too Cluttered? | Charles Schwab

  A little bit of streamlining can lighten the load when it comes to portfolio management.

• Second Home Tax Benefits | Charles Schwab

  There can be tax benefits to owning a vacation home. But when you also use the property as a rental to make additional income, there can be tax reporting implications.