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• 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....

• SEP Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SEP-IRA.

• Account Types with Schwab Intelligent Portfolios | Charles Schwab

  Unsure about which Schwab Intelligent Portfolios® account is appropriate for you? Consider your options....

• What are Inherited and Custodial IRAs? | Charles Schwab

  If you're an IRA beneficiary, you have options for what to do with the account. Learn more about inherited and custodial IRAs. Talk to a financial advisor today....

• Saving Outside Your 401(k) | Charles Schwab

  Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when....

• How to Buy Bonds: A 3-Step Guide | Charles Schwab

  Wondering how to buy bonds? The bonds you choose should align with your risk tolerance and goals. Discover what to consider before buying any bond....

• Paper Trading | Charles Schwab

  Test drive thinkorswim with paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line....

• Investing Basics: Forex | Charles Schwab

  Learn how to speculate on foreign currency prices in the forex market and decide if you want to expand your investing to the largest financial market in the world....

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies....

• What is a Brokerage Account | Charles Schwab

  A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs....