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• Investing Basics: Planning for Retirement | Charles Schwab

  Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments.

• SEP IRA | Simplified Employee Pension Plan | Charles Schwab

  A Charles Schwab SEP-IRA is one of the easiest small business retirement plans to set up and maintain. Learn more about SEP-IRA possible tax benefits today!

• 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.

• How to Improve Your Credit Score in 7 Steps | Charles Schwab

  Wondering how to improve your credit score? Discover 7 smart tips to build your credit, plus learn how credit works and why it matters.

• How to Save for Multiple Financial Goals | Charles Schwab

  Saving can be hard to manage when you're juggling multiple savings goals, such as retirement and a down payment. Discover ways to work towards both.

• Tariffs Continue to Fuel Market Uncertainty | Charles Schwab

  The U.S. markets and economy are at the mercy of tariffs that are rewriting long-standing global trade policy. How can investors keep calm amid extraordinary volatility?

• The Power of Compounding and the Definition of "Rich" (With Scott Galloway) | Charles Schwab

  Professor Scott Galloway shares his ideas on wealth and the emotional and motivational aspects of money.

• Pledged Asset Line® Frequently Asked Questions | Schwab Bank

  While a pledged asset line is a line of credit, it lets you leverage collateral for that credit in a unique way. Understand more about pledged asset lines.

• What is Alternative Minimum Tax (AMT) and How Does It Work | Charles Schwab

  Alternative minimum tax (AMT) applies only to some taxpayers. What is the AMT and how does it work? Learn who might be affected by the AMT and what triggers it.

• 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.