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• Cryptocurrencies and Taxes: What You Should Know | Charles Schwab

  real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return....

• ETFs and Taxes: What You Need to Know | Charles Schwab

  ETFs can have different tax implications depending on how they're structured and how long you've held the ETF. Learn more about ETFs and taxes to help avoid unpleasant surprises.

• To Know What You Know | Charles Schwab

  In a great bit of irony, to truly know if you're good at something, you have to be good at it already....

• Roth vs. Traditional IRAs: Which Is Right for You? | Charles Schwab

  requirements, including eligibility and contribution limits. Here’s a guide to help you decide which may be better for you....

• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?

• Health Care Costs in Retirement: Are You Prepared? | Charles Schwab

  Medical bills can put a strain on your retirement income. Explore four ways you can plan ahead to help avoid high health care costs in retirement....

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other....

• Should You Stay Invested During a Market Downturn? | Charles Schwab

  Learn how diversifying your portfolio and having a long-term perspective could help you stay invested during a market downturn....

• How to Manage Finances After Losing a Spouse | Charles Schwab

  Managing your finances after losing a spouse can feel overwhelming. Learn 7 financial steps you can prioritize to help you get your finances in order....

• The Big Impact of Small Changes | Charles Schwab

  It's not always about life-changing decisions—sometimes small changes can make a big impact.