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• What Is a Roth IRA? | Charles Schwab

  Roth IRAs are individual retirement accounts that you contribute to with after-tax dollars (income you’ve already paid taxes on). The potential benefit? Your savings can grow tax-free.

• Alternative Investments | Charles Schwab

  Learn about strategies that invest in non-traditional financial assets such as private equity, private credit, real estate, hedge funds, and exchange funds.

• Mortgage Rate Calculator | Schwab Bank

  Use this online Mortgage Rate Calculator to get a customized mortgage rate quote whether you want to buy a house or refinance your existing home loan.

• Tax-time Resources | Schwab

  Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.

• What Is a Securities-Based Line of Credit? | Charles Schwab

  A securities-based line of credit allows you to borrow against the value of stocks and bonds in your nonretirement portfolio. Learn if a SBLOC is right for you.

• Managed Account Select Strategies List | Charles Schwab

  Managed Account Select provides access to an expansive range of third-party asset managers and focused investment strategies for you to create a portfolio tailored to your needs.

• Watch Out for the Kiddie Tax | Charles Schwab

  Does your child have unearned income? Make sure you understand Kiddie Tax rules.

• How to sell stocks | Charles Schwab

  Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.

• Investment Products – Blended Strategy | Charles Schwab

  Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.

• Should You Pay Off Your Mortgage Before You Retire? | Charles Schwab

  If you are nearing retirement, does it make sense to pay off your mortgage in advance?