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

  Bank Offerings Checking Savings Home Loans & Rates401(k) Rollover Individual Retirement Accounts (IRAs) Schwab Bank Checking Small Business Retirement See More Accounts...Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• Supply Chain Messages About the Trade War | Charles Schwab

  What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• Request a Recharacterization or Remove an Excess IRA Contribution General Information and Instructions | Charles Schwab

  Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.

• Market Downturn: Three Ways to Short the Market | Charles Schwab

  Investors seeking to profit from a market downturn or looking for portfolio protection have several short-selling alternatives they might consider. Here are three of them.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Demystifying Your Medicare Options for Retirement | Charles Schwab

  Retirement affects Medicare coverage, including premiums, coverage, and enrollment deadlines. Compare your Medicare options and help reduce out-of-pocket costs.

• Protective Life SecurePay SE Benefits Guide | Charles Schwab

  Protective Life offers SecurePay SE, an optional indexed annuity withdrawal benefit providing enhanced growth opportunities along with protected lifetime income.

• TIPS and Inflation | Charles Schwab

  Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.