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• What Is an IRA? | Charles Schwab

  Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ...

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis....

• Tax-Planning Strategies to Consider Before Year-End | Charles Schwab

  From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.

• Schwab Intelligent Income™ | Automated withdrawals | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™....

• College Savings Account | Education & Custodial | Charles Schwab

  Opening a college savings account can be a smart way to establish a college fund for a family member, a friend, or even yourself....

• How to Improve Your Credit Score in 7 Steps | Charles Schwab

  Wondering how to improve your credit score? Discover 7 smart tips to build your credit, plus learn how credit works and why it matters....

• How to Plan Ahead for Taxes in Retirement | Charles Schwab

  Selecting tax-smart accounts may help your retirement savings last longer. Learn about tax-deferred accounts, Roth accounts, taxable accounts, and HSAs....

• What Is FDIC Insurance? Limits and More | Charles Schwab

  Curious about FDIC insurance limits? It's smart to know the basics of FDIC insurance. Learn what it is, how it works, and how to maximize your coverage....

• Schwab Intelligent Income™ | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™....

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way....