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Click Here to Login | Charles Schwab
Secure desktop login for current Charles Schwab clients.
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.
Cryptocurrencies and Taxes: What You Should Know | Charles Schwab
Virtual currencies can result in real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return.
Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.
Can Overtrading Undercut After-Tax Returns? | Charles Schwab
Excessive turnover in taxable accounts can lead to tax consequences. Learn how harmful the so-called tax drag can be—and what you can do to combat it.
Late-in-Life Marriage: Pros, Cons, and More | Charles Schwab
Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.
Using After-Hours Trading | Charles Schwab
Some traders use after-hours trading as a way to analyze their trades and look ahead to prepare for the next trading day.
Equity Compensation—It's Not Just Fun Money | Charles Schwab
When your employer grants you shares of stock, it can feel like a bonus. But it's more than fun money; it's a chance to build your financial future if you manage it right.
How to Determine Your Risk Tolerance Level | Charles Schwab
As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly.
What is Tax-Gain Harvesting? | Charles Schwab
Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.
Catalysts Light Before Weekend After Record Highs | Charles Schwab
Today and Monday are the calm before the storm as stocks approach next week's massive wall of data and earnings at record highs. Trade remains key as the August 1 deadline nears.