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Why Buy a Mutual Fund | Charles Schwab
Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.
Net Investment Income Tax | Schwab
As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.
Schwab Futures and Forex daily segregated requirements May 2025 | Charles Schwab
SEP-IRA Employee Instructions | Charles Schwab
Your employer has established a Schwab SEP-IRA retirement savings plan to help you meet your retirement goals. Follow these instructions to open your SEP-IRA account.
Tips for Inflation Protection | Charles Schwab
Treasury Inflation-Protected Securities (TIPS) are U.S. Treasury bonds designed to keep up with the rate of inflation.
Market Capitalization Comparison | Charles Schwab
Non-US equities make up more than 50% of major economies' market capitalization.
Fraudsters targeting investors over social media | Charles Schwab
Bad actors are sending false information to investors in a pump and dump scheme. Learn about the tactics and warning signs to better protect yourself.
Estate Planning for People With No Heirs | Charles Schwab
Deciding who receives your money and property once you die is crucial to estate planning. Learn what to do with your estate when its inheritor isn't obvious.