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• A Straddle Option vs. a Strangle Option | Charles Schwab

  and strangle option are strategies for advanced traders to get volaility exposure. Learn more about how they work....

• 3 Strategies to Help Ease Your RMD Tax Burden | Charles Schwab

  Required minimum distributions (RMDs) from your retirement plan account can take a toll on your tax bill. Consider these strategies to help reduce the sting.

• 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....

• 4 Borrowing Strategies to Consider for Big Expenses | Charles Schwab

  Using debt strategically, and wisely, can help you achieve important financial goals or cover an unexpected expense. Learn about four loan types.

• In Your 20s: Should You Consider Investing? | Charles Schwab

  One of the most important things you can do in your 20s is to develop good financial habits. Here's how to get started....

• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them....

• A Primer on Selling Options | Charles Schwab

  Selling options can be risky. Learn the basics of shorting options, including how to sell put options, what a short call option is, and more....

• Accounts Overview – Investing Goals | Charles Schwab

  Schwab makes it easy to choose the right account for your financial goals. Learn about investment and savings accounts we offer and find the right fit for you.

• How Thematic Investing Works | Charles Schwab

  See how we use relevant data, research, and AI to create themes based on emerging trends like renewable energy, AI, and healthcare....

• Portfolio Margin Explained | Charles Schwab

  Introducing the benefits and risks of Portfolio Margin as compared to Regulation T.