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• Guide to Asset Classes & ETFs | Charles Schwab

  View the Schwab Intelligent Portfolios Guide on Asset Classes.

• Deferring Capital Gains Taxes With a 1031 Exchange | Charles Schwab

  A 1031 exchange can help you defer capital gains taxes on one investment property by investing sale proceeds into another. Learn how a 1031 exchange works.

• Managing Taxes in Retirement | Charles Schwab

  As you approach and enter your golden years, calculating your tax obligations could be tricky.

• Bond Funds and Bond ETFs | Charles Schwab

  Learn about bonds, mutual funds, ETFs, and preferred securities. Discover how to get started investing in them to diversify your portfolio.

• Are Behavioral Biases Costing You Money? | Charles Schwab

  When it comes to money, sometimes it's difficult to make rational decisions. Discover how behavioral biases could be impeding your financial goals.

• Making the Most of Your 401(k) in Your 20s | Charles Schwab

  Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

• Debt, Deficits & One Big Beautiful Bill | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."

• 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.

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  Knowing about different IRA rules can help you make better decisions about which type of retirement account best suits your situation.

• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.