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• International Mid-Year Outlook | Charles Schwab

  Investors may revisit international exposure amidst reduced reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.

• IRA Tax Rules to Know and Understand | Charles Schwab

  IRAs may offer tax benefits, but breaking the rules can have consequences. Learn some common IRA tax pitfalls involving contributions, withdrawals, and more.

• A Lump Sum vs. an Annuity: How to Decide | Charles Schwab

  Deciding between a lump sum vs. an annuity to see which makes sense for you? Learn how factors like life expectancy, family, and income can help you decide.

• 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.

• Q2 Bank Earnings Preview: A Dimmer Light? | Charles Schwab

  After mid-level performance in Q1, financials sector earnings may slow in Q2, though favorable signs like the yield curve could help margins. Learn why.

• Using Futures for Capital Efficiency | Charles Schwab

  Learn how futures can help traders pursue their objectives while tying up less capital.

• Before and After: Managing Social Security Taxes | Charles Schwab

  Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.

• 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.

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.