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• Roth vs. Traditional IRA Calculator | Charles Schwab

  Use our Roth vs. Traditional IRA Calculator to see which retirement account is right for you and how much you can contribute annually.

• Types of Insurance: A Guide | Charles Schwab | Charles Schwab

  How do you know what type of insurance you need? Explore different kinds of insurance, their pros and cons, and costs.

• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.

• Find and Invest in Mutual Funds | Charles Schwab

  Find the right mutual funds for your portfolio. Schwab offers the tools to research, compare and invest in mutual funds all in one place.

• How Can You Think Like a Fund Manager? | Charles Schwab

  What lessons about portfolio management can we learn from two different types of fund managers?

• How Much "Tech" Do You Own? | Charles Schwab

  Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.

• What Happens to Stock When a Company Goes Bankrupt | Charles Schwab

  Learn what happens when a company files for bankruptcy, what it means for shareholders, and how to identify financially strong investments.

• Making Sense of Recent Market Volatility | Charles Schwab

  After a turbulent few days in the market, what strategies should investors consider?

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

• Does the Resilient Economy Equal a Higher Potential Growth Rate? | Charles Schwab

  Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.