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• Cost Basis | Charles Schwab

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

• What to Know About Equity Compensation | Charles Schwab

  Learn key components of your equity compensation including: the type of equity award you have, how it's taxed, and how it fits into your financial plan.

• Find a Consultant | Charles Schwab

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

• Test Your Tax Knowledge | Charles Schwab

  How tax-savvy are you? Test your knowledge with our 10-question tax quiz.

• Financial Decoder | Charles Schwab

  Host Mark Riepe talks with Schwab experts to decode the cognitive and emotional biases that might cloud your judgment and impact your financial decisions.

• 5 Rules for Creating a Retirement Paycheck | Charles Schwab

  Producing a steady income stream in retirement is a complex undertaking. Consider these five rules to help you create a retirement paycheck.

• Should You Buy a Home? 5 Things to Do First | Charles Schwab

  Think you're ready to buy your first home? Do these five things before stepping into that first open house.

• Swimming with Sharks | Charles Schwab

  News reports sometimes make it seem as if danger lurks around every corner. And while there's no doubt that risk is a part of life, do we worry more than we should?

• Watch Out for the Kiddie Tax | Charles Schwab

  Does your child have unearned income? Make sure you understand Kiddie Tax rules.

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.