Showing 3891 – 3900 of 4140 results
529 Plan: A College-Savings Vehicle | Charles Schwab
A 529 plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work.
Health Care Costs in Retirement: Are You Prepared? | Charles Schwab
Medical bills can put a strain on your retirement income. Explore four ways you can plan ahead to help avoid high health care costs in retirement.
How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab
Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.
What to Know About Margin | Charles Schwab
Here are some things to consider when using margin and four tips for managing your risk.
Market Downturn: Three Ways to Short the Market | Charles Schwab
Investors seeking to profit from a market downturn or looking for portfolio protection have several short-selling alternatives they might consider. Here are three of them.
Inherited IRA Application for an Estate Beneficiary - Information and Instructions | Charles Schwab
Use this application to open an Inherited IRA Account for an estate.
Understanding Forex Margin | Charles Schwab
What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.
Use this chart to determine what paperwork you will need to submit, based on the type of beneficiary that is inheriting the IRA.
How Fed rate cuts impact mortgage interest rates | Charles Schwab
Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.
Investor Information for ETFs | Charles Schwab
Interested in an ETF investment? Our investor information includes helpful resources such as prospectuses, fund performance, and portfolio holdings for each Schwab ETF.