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• Trading Up-Close: Short Selling Overview | Charles Schwab

  Learn the basics around the concept of short selling and the mechanics of how a short sale works.

• RSU Taxes and PSU Taxes: A Guide | Charles Schwab

  Learn how restricted stocks and performance stocks are taxed when they vest and when they're sold, and what documents you'll need when filing in the U.S....

• 5 Life Insurance Riders to Consider | Charles Schwab

  Life insurance riders are additional feature that can help personalize your policy. Discover how to customize your life insurance policy with riders....

• Getting Started with thinkorswim® | 3-12-25 | Charles Schwab

  In this video, we explore how a trader might use the drawing tools on the thinkorswim platform.

• Getting Started with thinkorswim® Charts | Charles Schwab

  A rundown of basic thinkorswim® charts navigation and a tour of charting features.

• REITs Basics | Charles Schwab

  estate investment trust, or REIT, is a type of trust that invests in a portfolio of real estate. Learn how REITs can provide a way to invest in the real estate market....

• Margin Loans | Margin Trading Account | Charles Schwab

  Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you.

• Roth 401(k) vs. Roth IRA | Charles Schwab

  Learn more about both Roth IRAs and Roth 401(k)s, including how they work, their income limitations, and why you should consider contributing to them....

• Futures Account | Charles Schwab Futures and Forex

  Learn how to get your futures account set up, trade on the industry-leading thinkorswim futures trading platforms, and access premium futures market insights....

• Can You Invest in Crypto Without Buying Crypto Directly? | Charles Schwab

  For investors looking to gain exposure to the crypto space, what are some alternatives to buying crypto directly?