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• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.

• A Primer on Selling Options | Charles Schwab

  Selling options can be risky. Learn the basics of shorting options, including how to sell put options, what a short call option is, and more.

• Buying, Renting, and Selling a Second Home | Charles Schwab

  A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.

• Pricing | Account Fees | Charles Schwab

  Here you’ll find Schwab’s pricing, account fees, and commissions. Our new commission-free trading makes trading stocks, ETFs, and options easier than ever.

• Fixed Indexed Annuities in Your Portfolio | Charles Schwab

  A fixed indexed annuity can offer those in or near retirement a balance of security and potential growth. Learn about what they are and how they work.

• Retiring Early: Can You Afford It? | Charles Schwab

  Facing an unexpected early retirement? Here’s how to figure out how your budget and savings would be affected.

• Greek Graphs Tell the Story of Call Strategies | Charles Schwab

  An understanding of the options greeks allows traders to visualize and estimate the potential performance of a call options trade.

• Aging Parents? 5 Money Topics to Discuss | Charles Schwab

  Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Expect the Unexpected: With Guests Abigail Sussman, Howie Jeon & Greg Golden | Charles Schwab

  Despite their regularity, we don't tend to budget well for the high frequency of unexpected events that predictably arise when it comes to our time, our diet, or our money.