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• Tax reporting and cost basis facts for stock plans.

  income varies and is dictated by tax law but can include grant, vest, or exercise of the award, or purchase of ESPP shares and the subsequent sale or disposition of those shares. Ordinary income is a factor...Upon the exercise of an incentive stock option (ISO) or nonqualified (NQ) stock option • Upon the purchase of shares through an employee stock purchase plan (ESPP) Restricted stock units (RSUs), restricted...Form 8949 to account for ordinary income? ESPPs: 423 Qualified Plan Covered: purchase price Purchase price Yes, if ordinary income was reported on your W-2; even if no W-2 income was...

• Mortgages | Charles Schwab

  Prepare for home ownership, including a first or second home.

• Investing Basics: Options | Charles Schwab

  Options are an alternative way to speculate on the performance of a security, such as a stock or ETF. Learn how options work and the risks associated with trading options.

• https://www.schwab.com/public/file?cmsid=P-12533231&cv3

  types. Overview: Selecting Stocks and Dollar Purchase Amount; Fractional Shares Stock Slices allows you to select a stock or group of stocks and purchase it or each of them through our website or mobile...eligible stocks. You then select a dollar purchase amount (sometimes called a notional amount) between a specified minimum and maximum. Your purchase amount will be divided equally among the stocks...risks and have certain limitations, some of which are described in these Terms. Certain orders to buy or sell Fractional Shares may not be eligible for price improvement, which occurs when an order is...

• Extended Hours Trading: Pre-Market & After-Hours Trading | Charles Schwab

  Schwab's extended hours trading sessions can help you get a jump on the markets with pre-market trading, overnight trading, and after hours trading.

• Roth IRA: What is a Roth IRA? | Charles Schwab

  Learn what a Roth IRA account is and how to open a Roth IRA with Schwab to take advantage of tax-free growth potential for earnings and contributions.

• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• Financial Decoder | Charles Schwab

  Host Mark Riepe talks with Schwab experts to decode the cognitive and emotional biases that might cloud your judgment and impact your financial decisions.

• What is the VIX and How to Trade VIX ETFs | Charles Schwab

  Want answers to what is the VIX and how to trade VIX ETFs? Learn the basics of the VIX, how to access the VIX through futures contracts, and more.

• Investing Basics: Mutual Funds | Charles Schwab

  Mutual funds have been an investing staple for many investors because of the diversification they provide.