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• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.

• Understanding the Wash Sale Rule | Charles Schwab

  Not sure if you made any wash sales last year? Watch to learn about wash sales and how to report them.

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

• Charles Schwab Investment Management, Inc. Disclosure Brochure | Charles Schwab

  Charles Schwab Investment Management, Inc. Disclosure Brochure

• Are Digital Payments a Safer Way to Pay? | Charles Schwab

  Digital payments boast security features that go above and beyond traditional payment methods. Compare common digital payment types and how safe they are.

• Compare Our Intelligent Solutions | Charles Schwab

  Automated investing plus human help when you need it. Discover which solution is right for you.

• Watch Out for Wash Sales | Charles Schwab

  Understanding wash-sale rules could help you avoid a costly mistake.

• Traditional IRA Contribution Limits for 2024 - 2025 | Charles Schwab

  See Traditional IRA contribution limits for tax years 2024 and 2025. Contributions limits vary per filer; find out how much of your IRA contribution may be tax-deductible.

• How a Dividend Reinvestment Plan Works | Charles Schwab

  A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.

• How to use fund finder | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cardscountry-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. All...