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• You've just inherited a retirement account. Now what? | Charles Schwab

  Inherited IRA (pre-Secure Act)

• College Planning | Charles Schwab

  See why you should prioritize saving for college after saving for retirement, and why starting to save early is important.

• How to Invest in REITs | Charles Schwab

  A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs.

• Understanding Margin and Leverage in Trading | Charles Schwab

  Understand the basics of margin and leverage, along with the benefits and risks they can bring to your trades.

• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• Investment Expense: What's Tax Deductible? | Charles Schwab

  The IRS allows various tax deductions for investment-related expenses, if they're related to taxable investment income. Find out if your expenses qualify.

• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit CardsRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Wall Street Jargon: 7 Market Cliches | Charles Schwab

  Many Wall Street trading terms and metaphors may sound charming. But a deeper dive into the language can help investors understand what's really going on.

• How to set up a recurring payment | Charles Schwab

  Set up a recurring payment using Schwab Bank BillPay®.

• Why a Board of Directors Matters | Charles Schwab

  A board of directors' responsibilities can be critical to a company's success or failure. Find out how to factor board makeup into your investment decisions.