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• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• What are Employee Stock Purchase Plans (ESPPs)? | Charles Schwab

  Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.

• What to Know About Inheriting a Business | Charles Schwab

  Inheriting a business can be a great honor—and potentially a great burden. Explore three considerations for inheriting a family business.

• Tax Deductions & Tips | Charles Schwab

  Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.

• What Is Dollar-Cost Averaging? | Charles Schwab

  Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.

• Introducing Season 2 of Choiceology | Charles Schwab

  Choiceology returns with a new season and a new host—Katy Milkman. Subscribe for free today to get the first episode of season 2 when it launches October 29.

• How to monitor positions | Charles Schwab

  Podcasts Schwab Coaching Schwab NetworkCommentary Planning & Retirement Podcasts Schwab Network About Schwab Why Schwab

• JD Dargai | Financial Consultant in TX | Charles Schwab

  JD Dargai is a Financial Consultant at Charles Schwab serving Fort Worth, TX. Request an appointment or contact us today to speak with a financial consultant.

• Mark Huhn | Financial Consultant in CA | Charles Schwab

  Mark Huhn is a Financial Consultant at Charles Schwab serving La Jolla, CA. Request an appointment or contact us today to speak with a financial consultant.