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• What is a Rollover IRA? | Charles Schwab

  A rollover IRA is an account that allows you to move funds from an old employer-sponsored plan, like a 401(k), to an IRA. Get started with Schwab today.

• Trading Tools | Charles Schwab

  Learn about specialized tools traders may use to make trading decisions.

• Tariff Clouds Hover Over Stock Markets | Charles Schwab

  As tariffs proliferate, they bring new concerns for the economy, including inflation, supply chain interruption, and job losses. What do investors need to know?

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Asset Allocation | Charles Schwab

  Spreading your investments across different asset classes is a strategy for balancing risk and return in your portfolio. Learn how you can select a mix of stocks, bonds, and cash that aligns with your risk profile.

• Cost Basis | Charles Schwab

  Understand cost basis and any tax implications, so you can manage your tax liability.

• What is Cryptocurrency & How Does It Work? (2025) | Charles Schwab

  What is cryptocurrency exactly? Discover how it works and the many types of cryptocurrencies, including the one that started it all: bitcoin.

• Find a Consultant | Charles Schwab

  Search by last name or location and find a Schwab consultant to help you reach your financial goals.

• Living in Retirement | Charles Schwab

  Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more