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• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Why Does Sentiment Not Match Hard Data? | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

• Schwab Intelligent Portfolios Quarterly Market Commentary | Charles Schwab

  How is the stock market performing? Check out our quarterly market commentary, including a review of how Schwab Intelligent Portfolios performed....

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks....

• Meet the Options Greeks | Charles Schwab

  Meet some of the most important greeks—delta, gamma, theta, vega, and rho—and see how they can be used in your options trading....

• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it....

• What to Know About Trading Futures Options | Charles Schwab

  When trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks.

• Selecting Investments - Fixed Income | Charles Schwab

  Learn how to decide which fixed income investment best fits your need. Explore the steps to help build your fixed income portfolio....

• Investing Basics: Planning for Retirement | Charles Schwab

  planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments....

• Trade Forex | Charles Schwab Futures and Forex

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