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• Want to Downsize Your Home? Here’s What to Know | Charles Schwab

  Moving to a smaller house as you near retirement can have many financial advantages. Here’s what you should consider from a tax perspective.

• Investing in Business Development Companies | Charles Schwab

  Business development companies are known for attractive yields—but are they worth the risks? Learn the reasons why BDCs should be approached with caution.

• The Tax-Planning Life Cycle | Charles Schwab

  Certain tax topics can have an impact on your after-tax wealth. Learn about the tax-planning life cycle and how taxes can affect every stage of your investing journey.

• Charles Schwab Bank & Lending Products | Charles Schwab

  Explore banking products and offerings from Schwab Bank, including our checking account with no ATM fees worldwide.

• Trustee vs. Beneficiary: 3 Ways to Reduce Conflict | Charles Schwab

  Conflicts between beneficiaries and trustees could lead to a legal battle. Learn three ways to help keep the peace when setting up a trust.

• How to Protect Yourself From Check Fraud | Charles Schwab

  Criminals are going back to basics with paper check scams. Discover three steps to help protect yourself against check fraud.

• What Happens to My Equity Award If I Quit? | Charles Schwab | Charles Schwab

  Wondering what will happen to your equity compensation if you leave your company? Learn what happens to vested and unvested equity if you quit or are fired.

• Leveraging Your Home Equity in Retirement | Charles Schwab

  Retirees have several options for using home equity to assist their finances. Learn how you can leverage your home’s value to support your retirement.

• Options | Charles Schwab

  Learn about options trading, from how to place your first options trade to more advanced topics.

• Futures | Charles Schwab

  Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.