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• What Is Financial Literacy and Why Does It Matter? | Charles Schwab

  What is financial literacy? It means understanding the basics of money management to help you make better financial choices. Here's how to get started.

• What is Disability Insurance and How Does It Work? | Charles Schwab

  Disability insurance can help protect your income and peace of mind. Learn how short-term and long-term disability insurance works, how to get them, and more.

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.

• Watch Out for Wash Sales | Charles Schwab

  Understanding wash-sale rules could help you avoid a costly mistake.

• Making the Most of Your 401(k) in Your 20s | Charles Schwab

  Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

• Introducing Invested in the Game | Charles Schwab

  Schwab's newest podcast, Invested in the Game, features true stories of people who are driving the game of golf forward.

• RSU Taxes and PSU Taxes: A Guide | Charles Schwab

  Learn how restricted stocks and performance stocks are taxed when they vest and when they're sold, and what documents you'll need when filing in the U.S.

• Roth IRA vs. Traditional IRA: Differences and Rules | Charles Schwab

  Compare a Traditional IRA vs Roth IRA to see which fits your financial situation. Get insights on tax implications and withdrawal rules.

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.

• Managing Taxes in Retirement | Charles Schwab

  As you approach and enter your golden years, calculating your tax obligations could be tricky.