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How to Calculate Financing Rates on Forex Trades | Charles Schwab
When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.
Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Retirement Solutions Hub | Charles Schwab | Charles Schwab
how much to save for retirement and how to make your savings last can be complicated. We believe planning for retirement should be simple. Find out how our products, services, tools, and insights can help...
Trader Tax: 8949 & Section 1256 Contracts | Charles Schwab
Traders have special tax considerations, including Form 8949 and Section 1256 contracts. Discover a few tips for tackling the extra filing.
Does Market Timing Work? | Charles Schwab
We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point.
Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab
Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.
Countdown for Gift and Estate Tax Exemptions | Charles Schwab
Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.
Managing the Cost of Long-Term Care | Charles Schwab
The cost of long-term care (LTC) can be significant. Prepare for LTC expenses in retirement by considering two ways to pay: self-funding or insurance.