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• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.

• Certificate of Deposit | Charles Schwab

  A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.

• What are Inherited and Custodial IRAs? | Charles Schwab

  If you're an IRA beneficiary, you have options for what to do with the account. Learn more about inherited and custodial IRAs. Talk to a financial advisor today.

• Congress Approves Massive Tax and Spending Bill | Charles Schwab

  Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.

• Options Spread Orders on thinkorswim® Desktop | Charles Schwab

  Learn how to create options spread orders on thinkorswim® desktop.

• CD and Treasury Rollover Landing Page

  Introducing automatic rollovers from Schwab. Now you can reinvest the principle on your maturing CDs and U.S. Treasury securities automatically.

• Understanding Portfolio Margin | Charles Schwab

  Qualified traders have access to portfolio margin, which can offer a way to increase a trader's available budget.

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.

• Schwab Managed Portfolios - Portfolio Diversification | Charles Schwab

  Schwab offers professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds. Compare our model portfolios to learn more.