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Tax-Efficient Investing: Why is it Important? | Charles Schwab
Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.
What is a 401(k) and How Does It Work? | Charles Schwab
What is a 401(k)? How does a 401(k) work? Learn how these retirement plans work and get answers to questions on contribution limits, distributions, and more.
Buying a House? What to Know About Down Payments | Charles Schwab
Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.
4 Retirement Risks to Avoid | Charles Schwab
The five years before and after retirement are among the most important—and vulnerable—for savings. Consider these tips to help avoid potential risks.
Midyear Outlook: Corporate Bonds and Muni Bonds | Charles Schwab
Collin Martin and Cooper Howard take a look at the state of the corporate bond and muni bond markets halfway through the year.
How Can You Build Your Pre-Retirement Checklist? | Charles Schwab
What do you need to take care of in the handful of years, months, and days before you retire?
Do Tariffs Change the Economic Outlook? (With Phil Mackintosh) | Charles Schwab
Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.
How Can You Make the Most of Your IRA Nest Egg? | Charles Schwab
What's the best way to shift your mindset when it's time to withdraw from your IRA?
When to Consider Munis Outside Your State | Charles Schwab
Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.
Floating-Rate Notes: 4 Key Considerations | Charles Schwab
Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.