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Test Your Tax Knowledge | Charles Schwab
How tax-savvy are you? Test your knowledge with our 10-question tax quiz.
Get answers to tax-filing questions and find out how year-round tax planning may help you save and build more wealth over time
When Markets Dip, Don't Drop Out | Charles Schwab
An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why.
Watch Out for the Kiddie Tax | Charles Schwab
Does your child have unearned income? Make sure you understand Kiddie Tax rules.
Consider Expenses All else being equal, consider mutual funds with lower expenses. Fund expenses add up over time and can significantly impact an investor’s long-term returns. All mutual funds have...aware of such charges. While a percentage point here and there doesn’t sound like much, it can add up. For example, a $25,000 investment in a mutual fund with a 5% front-end load, an expense ratio...trade orders placed through a broker, a $25 service charge applies. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. Funds...
Spending in Retirement: Beyond the 4% Rule | Charles Schwab
The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.
Wharton professor Katy Milkman shares true stories involving high-stakes moments, and explores the latest research to help you make better judgments and avoid costly mistakes.
Saving for College: Custodial Accounts | Charles Schwab
Custodial accounts may not offer the tax benefits of 529 plans, but they can be used for expenses that 529 plans don't cover. Learn the benefits and drawbacks.
Planning & Retirement | Charles Schwab
Prepare for financial milestones and events
Choosing the Right Charitable Trust for You | Charles Schwab
Charitable lead trusts and charitable remainder trusts can help satisfy both philanthropic and financial goals. Consider which charitable trust is best for you.