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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.

• The Tax-Planning Life Cycle | Charles Schwab

  Certain tax topics can have an impact on your after-tax wealth. Learn about the tax-planning life cycle and how taxes can affect every stage of your investing journey.

• Is Bitcoin a Good Investment? | Charles Schwab

  Bitcoin and other cryptocurrencies have grown in popularity for years; now ETFs are available. If you're considering investing, here are some key things to know.

• Schwab Intelligent Portfolios Historical Performance | Charles Schwab

  This interactive tool allows you to see historical returns for a sample of some of the available portfolios.

• How to monitor positions | Charles Schwab

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

• Schwab Futures and Forex daily Forex obligation June 2025 | Charles Schwab

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

• IRA/ESA Divorce Transfer Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a transfer of interest from one IRA or ESA account to a spouse’s or an ex-spouse’s IRA or ESA account as a result of a divorce decree or separation instrument.

• 6 Ways to Save Money When Traveling Abroad | Charles Schwab

  Don't let unnecessary expenses eat into your vacation budget.

• Types of Employee Benefits | Charles Schwab

  Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.

• The Schwab One® Custodial Account Info Sheet | Charles Schwab

  A custodial account allows you to open an account in a child’s name and manage it, typically until the child reaches age 18 or 21 and takes full control of the account (or can be up to age 25, depending on state laws).