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• Tax reporting and cost basis facts for stock plans.

  resources > Please carefully review the information in this document with your tax advisor. If you use TurboTax® or other tax software, note that transactions in your Schwab Equity Award Center® account...must be entered manually. Why does cost basis matter for stock plan transactions? Cost basis is used to compute capital gains and losses. You have to determine the correct cost basis on stock plan transactions...this document. Cost basis facts for stock plan participants 2 Important items to consider If you use TurboTax® or other tax software, transactions in your Schwab Equity Award Center® account cannot...

• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.

• Options Trading | Charles Schwab

  Explore options trading with Schwab. Trade with our intuitive online platforms and tools, plus receive real-time decision support from options specialists.

• Trading Options on Spot Bitcoin ETFs | Charles Schwab

  Options trading on bitcoin ETFs opens up new trading possibilities for traders interested in cryptocurrencies.

• Master Limited Partnerships (MLPs) | Charles Schwab

  MLPs (Master Limited Partnerships) are public partnerships that can trade on national securities exchanges. Learn what an MLP is, including the types of MLPs.

• Costly 529 College-Saving Mistakes | Charles Schwab

  A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.

• Roth vs. Traditional IRAs: Which Is Right for You? | Charles Schwab

  Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here’s a guide to help you decide which may be better for you.

• https://www.schwab.com/public/file/P-1908443

  1Family loss Trying to make legal and financial decisions after losing a loved one can be difficult. Use this checklist to guide you through the next steps. Where do I start? Consult with a professional...legal and financial documents. Beware of anyone preying financially on surviving family members. How do I manage my loved one’s financial affairs? Contact the family attorney, CPA, and estate’s executor...should I do? Consult with a tax expert on the tax implications of inherited assets. Determine how to make the most of inherited retirement accounts. • If you’ve inherited Schwab account assets, call...

• SEP Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SEP-IRA.

• Mega-Cap Rollercoasters: Basics of Single-Stock ETFs | Charles Schwab

  Single-stock ETFs are now available, but these funds pose unique risks and aren't for everyone. Here are a few basics.