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• 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....

• How to Create a Credit Card Debt Exit Plan | Charles Schwab

  Millions of Americans feel trapped by credit card debt. You don't have to be one of them. Here's an exit strategy.

• How to Help Protect Yourself From Medicare Scams | Charles Schwab

  Medicare fraud can take many forms, but the most common scams try to trick you into providing sensitive data. Consider these three tips to avoid Medicare scams.

• Brokerage Account and a Linked Schwab Bank Investor Checking™ Account | Charles Schwab

  (1) a Schwab One brokerage account with Charles Schwab & Co., Inc. and (2) a Schwab Bank Investor Checking account with Charles Schwab Bank, SSB....

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe....

• How to use Schwab Mobile Deposit™ | Charles Schwab

  Bank Offerings Checking Savings Home Loans & RatesFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• How to use Schwab Portfolio Checkup | Charles Schwab

  Bank Offerings Checking Savings Home Loans & RatesFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• Investment Planning | Sample Scenarios

  Learn more about how Schwab Wealth Advisory helps clients feel confident with investment and tax planning strategies....

• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• How to Use Walk Limit Orders for Options Trading | Charles Schwab

  Schwab's Walk Limit orders for options automate the process of placing limit orders, increasing or decreasing the price for traders along the bid/ask spread.