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Financial Planning - Are You on Track to Your Goals? | Charles Schwab
Financial planning can help increase your odds of meeting your investment goals—and Schwab can help you get started at no cost.
Looking for help with taxes? We’ll help you plan ahead with information about taxable income, capital gains, dividends, net investment income tax, cost basis, AMT, and more.
Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.
Learn about costs associated with investing and trading and understand how fees and expenses may affect your investment returns.
country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc...
Stay up to date on commentary related specifically to US markets.
Top investing experts | Read the bios | Charles Schwab
Regularly cited by the media on investing issues, Schwab’s top experts can help clients make better investment decisions. Meet our experts and read their bios.
Learn about initial public offerings (IPOs), a way for companies to raise capital from public investors by listing company shares on a stock exchange, allowing public investors to purchase shares of the company's stock.
Learn about an individual retirement account, including how to open an IRA, IRA contribution limits, Roth IRA conversions, Roth vs. Traditional IRA calculators, rollovers, and withdrawals.
Schwab Brokerage: Personal Choice Retirement Account | Charles Schwab
With a Schwab Personal Choice Retirement Account (PCRA), you can invest in a retirement plan with the freedom of a brokerage account.