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• An Overview of the 1099 Composite Tax Form | Charles Schwab

  Learn which types of brokerage accounts typically generate a 1099 composite tax form. Plus, find out when to expect your brokerage 1099 tax form.

• Sector Index Funds and Concentration Risk | Charles Schwab

  In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Taxable Income | Schwab

  Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.

• Beyond Market Cap: Fundamental Indexing Explained (with Rob Arnott) | Charles Schwab

  Liz Ann Sonders interviews Rob Arnott, founder of Research Affiliates, about how fundamental indexing works.

• Can You Really Live on a Cruise Ship? | Charles Schwab

  Making a home aboard an ocean liner may sound like a dream for some retirees. Explore the pros and cons of living a life on the seas.

• Love the Mug You're With: With Guests Joel Platt, Sally Sadoff & Richard Thaler | Charles Schwab

  It's a bias that's been observed for perhaps thousands of years, a tendency to overvalue what we already possess.

• The Power of Negative Thinking: With Guests Annie Duke, Mike Richard & Kelvin Wu | Charles Schwab

  Anticipating and planning for obstacles can sometimes be more powerful than adopting a positive mindset.

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.

• Required Minimum Distributions (RMDs) | Charles Schwab

  Investors 73 and older must take required minimum distributions (RMDs) from tax-deferred retirement accounts. Learn how Charles Schwab can help you meet this requirement.