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• 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 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.

• 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 Schwab Mobile Deposit™ | Charles Schwab

  Checking Savings Home Loans & Rates Pledged Asset Line Credit CardsFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• How to use Schwab Portfolio Checkup | Charles Schwab

  Checking Savings Home Loans & Rates Pledged Asset Line Credit CardsFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• 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....

• What are Covered Calls & How Do They Work? | Charles Schwab

  What is a covered call and how does it work? Learn how covered calls could help you potentially earn income from stocks you own and more....

• Are You Making One of These Car Buying Mistakes? | Charles Schwab

  Learn how to navigate the decision-making process of purchasing a vehicle by minding these common financial and psychological factors....

• Portfolio Management Checklist | Charles Schwab

  Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up....

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.