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529 Plan: A College-Savings Vehicle | Charles Schwab
A 529 plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work.
Investment Income taxes | Schwab
As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.
Saving Outside Your 401(k) | Charles Schwab
Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when.
ETF Fees and Associated Costs of ETF Investing | Charles Schwab
Be an informed investor: understand the fees and associated costs of ETF investing. Learn what additional expenses you can expect and how they compare.
College Savings Calculator | Charles Schwab
Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.
Commodity ETFs | Charles Schwab
What are commodity exchange-traded funds (ETFs)? What are the benefits and risks of including them in your financial portfolio?
Can Overtrading Undercut After-Tax Returns? | Charles Schwab
Excessive turnover in taxable accounts can lead to tax consequences. Learn how harmful the so-called tax drag can be—and what you can do to combat it.
Schwab Stamford Branch | Charles Schwab
Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Stamford, CT branch. Contact or visit us today.
Schwab Napa Branch | Charles Schwab
Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Napa, CA branch. Contact or visit us today.
Schwab Los Gatos Branch | Charles Schwab
Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Los Gatos, CA branch. Contact or visit us today.