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Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab
The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.
Using Tax Brackets to Manage Your Taxable Income | Charles Schwab
Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.
How to Handle Margin Calls | Charles Schwab
Watch to learn what to do if you get a margin call and how to potentially avoid them.
Election 2024 Reset: What’s Next? | Charles Schwab
In a matter of minutes, the 2024 presidential race changed dramatically, generating lots of speculation and questions. So what are the facts, the next steps, and the timeline?
Roth vs. Traditional IRAs: Which Is Right for You? | Charles Schwab
Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here’s a guide to help you decide which may be better for you.
Weekly Trader's Stock Market Outlook | Charles Schwab
Read our weekly market review, complete with commentary on the previous week in the stock markets and our outlook for the upcoming week.
Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002.
Seth McMoore is a Senior Researcher in the Multi-Asset Quantitative Solutions team at Schwab Asset Management. He focuses on long-term capital market expectations and multi-asset research. In addition to his research, Seth maintains the data infrastructure for the Multi-Asset Quantitative Solutions team and produces capital market expectations content for internal and external business partners.
D.J. Tierney is a Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management™. D.J. Tierney is primarily focused on representing Schwab Personalized Indexing™, Schwab ETFs, and Schwab index mutual funds to clients, advisers, sales channels, and the media. He partners with other Schwab teams to optimize the firm’s indexed offerings and to create educational and market strategy content.
The Most Important Ages of Retirement | Charles Schwab
Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.