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How to sell a bond | Charles Schwab
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Schwab SEP IRA | Charles Schwab
Learn how you could make the most out of your retirement savings with your SEP IRA.
How Passing Assets to Parents Can Lower Taxes | Charles Schwab
Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.
What Are Tax Brackets and Marginal Tax Rates? | Charles Schwab
What are the tax brackets and how do marginal tax brackets work? Find out about tax rates as we head into income tax season.
Net Investment Income Tax | Schwab
As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.
Schwab's Thematic Research Approach | Charles Schwab
An innovative way to invest in our fast-changing world
Trading Up-Close: Stop and Stop-Limit Orders | Charles Schwab
Learn the difference between a stop order and a stop-limit order and how to decide when to use one over the other
Exchange-Traded Notes: The Facts and the Risks | Charles Schwab
Exchange-traded funds (ETFs) have been around since 1993, and there's no doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of.
Late-in-Life Marriage: Pros, Cons, and More | Charles Schwab
Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.
Before and After: Managing Social Security Taxes | Charles Schwab
Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.