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• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• How to Borrow Money Strategically for a Big Expense | Charles Schwab

  Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow.

• Schwab SIMPLE IRA | Charles Schwab

  Learn how a SIMPLE IRA could be an easy and low-cost way to set up a retirement program.

• Schwab Individual 401(k) | Charles Schwab

  Learn how you could make substantial contributions toward your retirement with an Individual 401(k) plan.

• How to sell stocks | Charles Schwab

  Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.

• What Are Index Funds? | Charles Schwab

  We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.

• Choiceology | Charles Schwab

  Wharton professor Katy Milkman shares true stories involving high-stakes moments, and explores the latest research to help you make better judgments and avoid costly mistakes.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Loss of a Loved One - Financial Inventory Checklist | Charles Schwab

  At this time, getting organized can help you feel more in control. Use this checklist to help gather the documents you’ll need to settle your loved one’s affairs.

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.