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• 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.

• Is Recession on the Horizon? | Charles Schwab

  Liz Ann Sonders and Kevin Gordon analyze the dynamics and indicators that might indicate a recession is looming.

• Understanding S&P 500 Futures | Charles Schwab

  S&P 500 futures provide exposure to individual stocks in the index. But trading futures differs from trading equities. Learn how futures work and how they're used.

• Portfolio Customization Tips | Charles Schwab

  Learn about ways you can personalize your Schwab Intelligent Portfolios account along with key feature benefits and activation tips.

• Onward Magazine: Spring 2025 Issue | Charles Schwab

  Schwab experts and wealth advisors share strategies on estate planning, tax, investing, trading, and more. Read the latest Onward, Schwab's quarterly magazine.

• Onward Magazine: Summer 2025 IssueOnward Magazine: Summer 2025 Issue | Charles Schwab

  Schwab experts and wealth advisors share strategies on estate planning, tax, investing, trading, and more. Read the latest Onward, Schwab's quarterly magazine.

• Onward Magazine: Winter 2024 Issue | Charles Schwab

  Schwab experts and wealth advisors share strategies on estate planning, tax, investing, trading, and more. Read the latest Onward, Schwab's quarterly magazine.

• What Is a Roth IRA? | Charles Schwab

  Roth IRAs are individual retirement accounts that you contribute to with after-tax dollars (income you’ve already paid taxes on). The potential benefit? Your savings can grow tax-free.

• Tax Deductions & Tips | Charles Schwab

  Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.

• mkt89014-00.pdf

  # Page # CC267202 1 of 3 Spellcheck: Yes Color Seps: Yes Fold Dummy: No Round 2 Last Modified 11-10-2015 10:34 AM TE A M Studio Prev. Studio Nitsos, Kevin Pitalo, Michael S ET u p...# Page # CC267202 2 of 3 Spellcheck: Yes Color Seps: Yes Fold Dummy: No Round 2 Last Modified 11-10-2015 10:34 AM TE A M Studio Prev. Studio Nitsos, Kevin Pitalo, Michael S ET u p...Consider Expenses All else being equal, consider mutual funds with lower expenses. Fund expenses add up over time and can significantly impact an investor’s long-term returns. All mutual funds have...