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• Before and After: Managing Social Security Taxes | Charles Schwab

  Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.

• Ether ETFs Set to Begin Trading July 23 | Charles Schwab

  After January's SEC approval of spot bitcoin ETFs, ether-based ETFs become the second cryptocurrency-based security to join the mainstream.

• 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.

• How to Determine Your Risk Tolerance Level | Charles Schwab

  As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly.

• Equity Compensation—It's Not Just Fun Money | Charles Schwab

  When your employer grants you shares of stock, it can feel like a bonus. But it's more than fun money; it's a chance to build your financial future if you manage it right.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.

• 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 Oakland Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Oakland, CA branch. Contact or visit us today.

• Schwab Berkeley Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Berkeley, CA branch. Contact or visit us today.

• 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.