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Showing 31 – 40 of 2879 results

• Test Your Tax Knowledge | Charles Schwab

  How tax-savvy are you? Test your knowledge with our 10-question tax quiz.

• Managing the Cost of Long-Term Care | Charles Schwab

  The cost of long-term care (LTC) can be significant. Prepare for LTC expenses in retirement by considering two ways to pay: self-funding or insurance.

• Calculate the Sharpe Ratio to Gauge Risk | Charles Schwab

  Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

• How Can You Save for College? | Charles Schwab

  What financial tools and strategies are available to those planning for college expenses?

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• Roth vs. Traditional IRAs: Which Is Right for You? | Charles Schwab

  Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here’s a guide to help you decide which may be better for you.

• 2025 RMD Reference Guide | Charles Schwab

  What's new with required minimum distributions? We cover the basics here.

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

• When Can You Withdraw From Your 401(k)? A Guide | Charles Schwab

  When can you withdraw from your 401(k)? If you're considering withdrawing funds early, remember the rule of 55. Find out how it works and what you need to know.