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• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• When Interest Rates Rise, What Should You Do with Bonds? | Charles Schwab

  Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?

• Saving for Retirement: IRAs, 401(k)s, and More | Charles Schwab

  We break down which retirement accounts—IRAs or 401(k)s— may be right for you.

• Retirement Solutions Hub | Charles Schwab | Charles Schwab

  Understanding 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 you get the retirement you want.

• Account Types with Schwab Intelligent Portfolios | Charles Schwab

  Unsure about which Schwab Intelligent Portfolios® account is appropriate for you? Consider your options.

• Trade Life Cycles: Entry & Exit Strategies | Charles Schwab

  The trade life cycle process can help traders pursue their trading goals. Learn about trade entry and exit strategies and how this knowledge can help investors.

• Portfolio Management Checklist | Charles Schwab

  Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up.

• Bollinger Bands: What They Are and How to Use Them | Charles Schwab

  Bollinger Bands help you identify sharp, short-term price movements and potential entry and exit points.

• Are You Making One of These Car Buying Mistakes? | Charles Schwab

  Learn how to navigate the decision-making process of purchasing a vehicle by minding these common financial and psychological factors.

• Estate Planning at Any Age: Start Early | Charles Schwab

  Organizing your estate is a good exercise at any age—but the sooner the better. Learn the value of planning your estate early in your financial journey.