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• The State of the Post-Pandemic Retail Market (With Matthew Shay) | Charles Schwab

  Matthew Shay, CEO of the National Retail Federation, breaks down the state of the retail market in the U.S.

• Self-Directed Investing | Charles Schwab

  Self-directed investing lets you trade securities on your own with total control. Invest with a self-directed brokerage account.

• John Hanna | Financial Consultant in AK | Charles Schwab

  Hanna is a Financial Consultant at Charles Schwab serving Anchorage, AK. Request an appointment or contact us today to speak with a financial consultant....

• Annuities: Saving for Retirement Income | Charles Schwab

  Saving for retirement? Choose from a Schwab variable annuity, fixed annuity, or income annuity for potential guaranteed lifetime income.

• Tax reporting and cost basis facts for stock plans.

  shares plus commissions and any fees. Stock plans enable employers to issue company stock for services rendered. Employers issue company stock as part of compensation to their employees. As a result...From Broker Transactions—2024 (continued) Form 1099-B Department of the Treasury–Internal Revenue Service Copy B for Recipient (OMB No. 1545-0715) SHORT-TERM TRANSACTIONS FOR WHICH BASIS IS REPORTED TO...Schedule D with the totals from Form 8949. Form 8949 Department of the Treasury Internal Revenue Service Sales and Other Dispositions of Capital Assets File with your Schedule D to list your transactions...

• Should You Consider a Roth 401(k)? | Charles Schwab

  With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.

• Privacy Overview - Privacy Center | Charles Schwab

  Learn how Schwab protects your personal information through the Privacy Center. Read about our privacy practices and notices.

• Simple IRA | Establish Your Retirement Plan | Charles Schwab

  A SIMPLE IRA may be an easy and low-cost way to set up a retirement program. Maximize contributions for you and up to 100 employees. Learn more today!

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Learn how to use the hypothetical gain or loss feature within custom watchlists to help guide your future investment decisions....

• thinkorswim® Trading Tools FAQs for Traders | Charles Schwab

  Learn how to use some of the most common trading tools available on thinkorswim®. Becoming familiar with these tools can help new traders get started.