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• Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab

  Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.

• Schwab 529 College Savings Plan Change of Investment Form | Charles Schwab

  You can change your existing investment selection or change your future allocations by completing this form, by telephone at 888-903-3863, or online at schwab.com.

• Commodity ETFs | Charles Schwab

  What are commodity exchange-traded funds (ETFs)? What are the benefits and risks of including them in your financial portfolio?

• Uncertainty Around Future Policy | Charles Schwab

  Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.

• Soft vs. Hard Divide Persists | Charles Schwab

  There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

• Futures Markets | Charles Schwab

  Explore the wide variety futures markets available for trading, including futures indices and futures options.

• Learning Quest 529 Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Learning Quest 529 Plan Account.

• Using Futures to Hedge Against Market Downturns | Charles Schwab

  Learn how futures contracts can help experienced traders and investors manage portfolio risk, including the use of a beta-weighted hedging strategy.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education