Search Terms:
Loading
Showing 321 – 330 of 4167 results
Understand the potential financial loss of investment decisions and how that may affect your portfolio....
What is Cost Basis and How Does It Work? | Charles Schwab
What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.
How Does the SEC Names Rule Work? | Charles Schwab
The U.S. Securities and Exchange Commission (SEC) mandates that funds must invest 80% in the asset indicated by their name. Learn more about the SEC Names Rule.
How to Combine 401ks & Retirement Accounts | Charles Schwab
Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings.
Choiceology's Guide to Better Decisions | Charles Schwab
What are some strategies that can help you mitigate cognitive biases and make better decisions?
Tax Efficient Asset Location | Charles Schwab
Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.
What Is the Debt Ceiling and Why Does It Matter? | Charles Schwab
What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy....
Think through how you would like your investments and other assets distributed to your heirs.
What is Tax-Gain Harvesting? | Charles Schwab
Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.
Should You Start Giving Money to Your Heirs Now or Leave a Bequest? | Charles Schwab
Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people....