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• Market Capitalization Comparison | Charles Schwab

  Non-US equities make up more than 50% of major economies' market capitalization.

• Tax Withholding Election Form for Individual Retirement Accounts | Charles Schwab

  Use this form to change or revoke your existing tax withholding election. A separate IRA Tax Withholding Election Form must be completed for each account.

• Investing Basics: Technical Analysis | Charles Schwab

  Looking to understand how to read stock charts? Start learning the basics of using charts, identifying trends, applying price patterns, and using charting indicators.

• When Will Social Security and Medicare Run Out? | Charles Schwab

  Medicare and Social Security are projected to run out by 2036. Read what Mike Townsend has to say about the likelihood of shortfalls and possible solutions.

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.

• M&A Still on Hold Amid Policy Uncertainty | Charles Schwab

  Mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, but uncertainty around policy may be holding back new deals.

• Should Gig Workers Use a Roth IRA? | Charles Schwab

  Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

• The Charles Schwab & Co. Guide to Margin | Charles Schwab

  Margin is a tool that can be used to potentially generate greater returns, execute investment strategies, and serve as a source of flexible low cost borrowing for other lending needs.

• Trader Status & 475 Mark-to-Market | Charles Schwab

  Learn unique tax considerations that impact traders, including potentially qualifying for special taxes deductions under the Trader Status or making the 475 Mark-to-Market election.

• How to Minimize the Risk of an IRS Audit | Charles Schwab

  A number of tax audits result from preventable mistakes. Learn what you can do to help avoid the five most common IRS audit red flags.