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• Cryptocurrencies and Taxes: What You Should Know | Charles Schwab

  Virtual currencies can result in real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return....

• Potential Long-Term Benefits of Investing HSA Funds | Charles Schwab

  Health savings accounts (HSAs) are for more than just routine medical expenses. Learn how to potentially grow your savings tax-free by investing HSA funds....

• Leveraging Assets to Manage Your Wealth | Charles Schwab

  Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash....

• Rate Cuts Begin, but It's the Message That Matters | Charles Schwab

  begins cutting rates, it's important for investors to understand what data the Fed is watching and how that might be a guide to the pace and timing of future actions....

• When Can You Withdraw From Your 401(k)? A Guide | Charles Schwab

  from your 401(k)? If you're considering withdrawing funds early, remember the rule of 55. Find out how it works and what you need to know....

• Head-and-Shoulders Patterns in Stock Charts | Charles Schwab

  Detecting head-and-shoulders patterns and trend reversals can be hard. Learn how trading signals can potentially help you identify a head-and-shoulders trend....

• Restricted Stock Services | Charles Schwab

  Explore how Charles Schwab is uniquely positioned to offer our restricted stock clients a wide variety of service options and benefits....

• Social Security: A Smart Part of Financial Planning | Charles Schwab

  Your Social Security contributions can total hundreds of thousands of dollars over your career. How can you make focused decisions to maximize and protect your future benefits?...

• Technical Indicators: 3 Trading Traps to Avoid | Charles Schwab

  identify entry and exit points, but don't be misled. Learn three common technical trading traps and how to avoid them....

• Paying for College | Charles Schwab

  all potential funding sources: college savings accounts, scholarships, and financial aid; and see how aid requests are evaluated....