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• 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.

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.

• Schwab Futures and Forex daily segregated requirements April 2025 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Congress Approves Massive Tax and Spending Bill | Charles Schwab

  Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.

• How to Prepare Your Finances for Natural Disasters | Charles Schwab

  Natural disasters can happen. Here's how to prepare and protect your finances if and when they happen to you.

• What to Know About Artificial Intelligence (AI) | Charles Schwab

  AI technology could alter our lives. Find out what Schwab's Kevin Gordon and AI expert Mark Esposito think about what the future of AI could mean for investors.

• Which Sectors Might Benefit from Rising Rates? | Charles Schwab

  A look at which sectors could outperform the market during the current cycle of interest rate increases.

• SIMPLE IRA Contribution Transmittal Form | Charles Schwab

  Use this form to remit SIMPLE IRA contributions for your plan to Schwab. All requested information is required.

• Schwab 529 Plan Agent Authorization Form | Charles Schwab

  Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.