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Can You Be Proactive in Times of Market Volatility? | Charles Schwab
any investor's confidence. Learn ways you can stay grounded, trust your financial plan, and take smart, long-term steps in uncertain times....
What is a Prenup and Why Do I Need It? | Charles Schwab
There are a lot of positives to prenups—but what is a prenup, exactly? Learn how a prenup works and how it may help protect you in the event of divorce.
Tax-Planning Strategies to Consider Before Year-End | Charles Schwab
From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.
Learn about tax-smart strategies, including when to use tax-advantaged vs. taxable accounts, how to manage taxes on investments, and how to time your retirement withdrawals....
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.
M&A Still on Hold Amid Policy Uncertainty | Charles Schwab
Mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, but uncertainty around policy may be holding back new deals....
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions....
I Want to Buy a Home or Investment Property | Charles Schwab
Discover how your equity can help you pursue your homeownership dreams like buying a home or investment property. Learn home-buying tips, how to invest in a second home, and more.
What is a Roth IRA? | Charles Schwab
Open a Schwab Roth IRA, with key advantages like tax-free growth potential for earnings and contributions, and qualified withdrawals that can be taken tax-free.
Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab
Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes.