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Alternative Investments | Charles Schwab
Learn more about the types of alternative investments available through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks.
What's Your Risk Capacity? | Charles Schwab
It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.
Annuities: Saving for Retirement Income | Charles Schwab
Saving for retirement? Choose from a Schwab variable annuity, fixed annuity, or income annuity for potential guaranteed lifetime income.
Is an IRA Right for You? | Charles Schwab
IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future.
What Does the Federal Reserve Do? | Charles Schwab
The Federal Reserve, or the Fed, is an important and influential part of the U.S. economy, and its role is explained further in this video.
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.
Request an IRA Distribution | Charles Schwab
Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.
How to use Stock Screener to find stocks | Charles Schwab
Research stocks using popular predefined screens or create and save screens of your own in order to find stocks that meet your investment needs.Stock Screener
An Overview of the 1099 Composite Tax Form | Charles Schwab
Learn which types of brokerage accounts typically generate a 1099 composite tax form. Plus, find out when to expect your brokerage 1099 tax form.