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Fixed Income Investments | Charles Schwab
Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.
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.
Investor Profile Questionnaire | Charles Schwab
Your investing strategy should reflect the kind of investor you are—your personal investor profile.
Rethinking the 4% Rule | Charles Schwab
Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.
How Do Tax Brackets Actually Work? | Charles Schwab
We'll dispel some tax myths and explain how tax brackets actually work.
Three Ways to Get Out of Debt | Charles Schwab
Trying to get out of debt can feel overwhelming, but it is possible. Learn three potential strategies you can use to pay off debt.
I Want to Buy a Home or Investment Property | Charles Schwab
Discover how your equity can help you pursue your homeownership dreams like buying a home or investment property. Learn home-buying tips, how to invest in a second home, and more.
What Is a Tariff and How Does it Work? | Charles Schwab
Tariffs have long been part of U.S. economic policy, but what is a tariff exactly? Learn how tariffs work and how they can impact markets and trade.
Tax Withholding in Retirement | Charles Schwab
Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.