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• Summit Fever | Charles Schwab

  Imagine that you've put in effort toward a goal, but things haven't quite worked out the way you hoped. How do you know when it's time to let it go?...

• Options Spread Orders on thinkorswim® Desktop | Charles Schwab

  Learn how to create options spread orders on thinkorswim® desktop.

• Mindful of Mindsets: With Guests Erik Vance & Alia Crum | Charles Schwab

  How can our expectations and mindset have a positive effect on our health and our lives?

• Using Futures for Capital Efficiency | Charles Schwab

  Learn how futures can help traders pursue their objectives while tying up less capital.

• Trading Growth & Value Stocks | Charles Schwab

  In our webcast today we discussed a few stocks that could be trying to turn around fundamentally and technically.

• 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....

• Tax reporting and cost basis facts for stock plans.

  taxes already paid when determining your final cost basis. It is extremely important to understand how Schwab reports cost basis to the IRS and the adjustments to make when completing your tax return...Schwab provides to participants on 1099-B portion of tax document Will I need to adjust my cost basis on Form 8949 to account for ordinary income? ESPPs: 423 Qualified Plan Covered:...an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. For Paperwork Reduction Act Notice, see your tax return instructions...

• Rethinking the 4% Rule | Charles Schwab

  4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate....

• Compare Platforms | Charles Schwab

  Compare the unique features of the thinkorswim® suite—and other trading platforms at Schwab—to discover how each fit with your strategy....

• Bond Markets Digest New Policies | Charles Schwab

  changes are fueling rising prices and slowing economic growth, raising concerns in the bond markets. How can fixed income investors navigate these challenges...