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• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income....

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare....

• Special Needs Trusts: What to Know | Charles Schwab

  needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support....

• What to Know About Equity Compensation | Charles Schwab

  of your equity compensation including: the type of equity award you have, how it's taxed, and how it fits into your financial plan....

• What is a Short Squeeze in Stocks? | Charles Schwab

  A short squeeze can potentially be worth trading, but only if you exercise great care. Learn what a short squeeze is and why they happen.

• What Is FDIC Insurance? Limits and More | Charles Schwab

  FDIC insurance limits? It's smart to know the basics of FDIC insurance. Learn what it is, how it works, and how to maximize your coverage....

• Understanding S&P 500 Futures | Charles Schwab

  individual stocks in the index. But trading futures differs from trading equities. Learn how futures work and how they're used....

• How to Short a Stock: Short Selling Review | Charles Schwab

  Want to know how to short a stock? Learn the basics and the risks that are involved with short selling before you decide to dive in....

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• How Do You Gauge the Impact of Washington on Your Finances? | Charles Schwab

  Mark Riepe is joined by Michael Townsend to discuss the cognitive and emotional biases that influence political decision-making and unpack the gap between campaign promises and legislative realities.