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• 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....

• Working in Retirement? Savings & RMD Impact | Charles Schwab

  Are you are retired but wanting to return to work? Learn how returning to work could affect your savings plans and RMDs. Questions to ask before returning....

• Good Debt vs. Bad Debt: How to Use Credit Wisely | Charles Schwab

  Some types of credit can help increase net worth, while others don't. Debt itself shouldn’t be the focus. The decision to borrow money matters just as much.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements....

• Using Futures to Hedge Against Market Downturns | Charles Schwab

  Learn how futures contracts can help experienced traders and investors manage portfolio risk, including the use of a beta-weighted hedging strategy....

• Become a Better Money Manager | Charles Schwab

  Here's a calendar of financial tips and tasks for the year, including important deadlines and changes.

• Investing Basics: Fundamental Analysis | Charles Schwab

  When deciding which stocks to buy, investors don't just guess. Learn how to use financial statements to decide if a stock is a good investment....

• How to Choose an ETF – Guide to ETF Investing | Charles Schwab | Charles Schwab

  Finding ETFs for your portfolio can be a challenge without a background in finance. Schwab’s knowledge and expertise is your resource to help you find what you’re looking for.

• The Tax-Planning Life Cycle | Charles Schwab

  tax topics can have an impact on your after-tax wealth. Learn about the tax-planning life cycle and how taxes can affect every stage of your investing journey....

• 5 Rules for Creating a Retirement Paycheck | Charles Schwab

  Producing a steady income stream in retirement is a complex undertaking. Consider these five rules to help you create a retirement paycheck.