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College Savings Calculator | Charles Schwab
Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.
Why Are Munis Attractive Right Now? | Charles Schwab
Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.
Trading Brilliantly at Schwab | Charles Schwab
Pattern recognition and stress management are big components of trading. James Kostulias, Schwab's head of trading services, weighs in on areas traders may focus on.
Tax Strategies for Donating Equity Awards | Charles Schwab
Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.
What Should You Do with Your Employee Stock? | Charles Schwab
Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?
What to Know About Margin | Charles Schwab
Here are some things to consider when using margin and four tips for managing your risk.
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.
Portfolio Margin Explained | Charles Schwab
Introducing the benefits and risks of Portfolio Margin as compared to Regulation T.
Important Information About the Simplified Employee Pension Plan (SEP-IRA Plan) | Charles Schwab
These instructions are designed to help you, the Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement to establish your Schwab SEP-IRA plan.
Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab
Use this form if you do not want to include investment advisory products as an investment choice under your plan.