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• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.

• What Are Index Funds? | Charles Schwab

  We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.

• How to Save for Multiple Financial Goals | Charles Schwab

  Saving can be hard to manage when you're juggling multiple savings goals, such as retirement and a down payment. Discover ways to work towards both.

• 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.

• Is Your Investment Portfolio Too Cluttered? | Charles Schwab

  A little bit of streamlining can lighten the load when it comes to portfolio management.

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• Theta Decay in Options Trading | Charles Schwab

  What does theta decay in options trading mean? Learn about theta's role in options trades and three trading strategies that target time decay.

• The Benefits of Avoiding Probate | Charles Schwab

  Probate court can help ensure a fair distribution of your assets, but it has many drawbacks. Here's what you should know about avoiding probate.

• What is a Brokerage Account | Charles Schwab

  A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs.

• 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.