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• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Your Visa Card Guide to Benefits | Charles Schwab

  For more information about the benefits described in this Guide, call the customer service number listed for the Benefits Administrator.

• College Savings Plans | Charles Schwab

  Compare different accounts specifically designed to help you save for college, and understand the tax advantages of each college savings plan.

• What Happens to Stock When a Company Goes Bankrupt | Charles Schwab

  Learn what happens when a company files for bankruptcy, what it means for shareholders, and how to identify financially strong investments.

• When to consider selling or buying stock on news | Charles Schwab

  How to know when to potentially sell a stock, or when to buy, as bad news hits. Learn about evaluating bad news affecting companies, sectors, or the economy using fundamental analysis.

• As Rate Cuts Loom, Stock Buybacks May Continue | Charles Schwab

  Stock buybacks help companies return cash to shareholders, reduce the base for earnings per share calculations, and may signal good news about growth.

• Weak Dollar Is No Silver Lining as Firms Face Tariffs | Charles Schwab

  The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.

• How Can You Make the Most of Your IRA Nest Egg? | Charles Schwab

  What's the best way to shift your mindset when it's time to withdraw from your IRA?

• Inherited IRA RMD Calculator: Optimize Withdrawals | Charles Schwab

  Estimate your inherited IRA's required minimum distribution (RMD) with Schwab's inherited IRA RMD calculator. Calculate your inherited IRA's RMD.