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• Portfolio Margin vs. Regulation T Margin | Charles Schwab

  Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin.

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• What is an IRA? | Open an Individual Retirement Account | Charles Schwab

  An Individual Retirement Account, or IRA, can help you reach your retirement goals. Learn what an IRA is and which IRA type may best help you save on taxes.

• Trade execution quality | Charles Schwab

  Get an inside look at how Schwab’s order routing process seeks to obtain high-quality trade execution results.

• Schwab Genesis Variable Annuity | Charles Schwab

  Take charge of your retirement with more investment choices, guaranteed income, and protection for your beneficiaries. Learn about the Schwab Genesis Variable Annuity.

• Trading Support | Charles Schwab

  Strategize your next trade with the expertise of Schwab’s team of highly-trained trading specialists who share your passion for trading.

• Getting Started with Options | Charles Schwab

  In this video, we explore buying long call options, the first of the four building blocks upon which all options trades are constructed.

• 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.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• 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.