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• 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.

• What Is an IPO Lockup Period? | Charles Schwab

  When a company goes public, inside investors can be restricted from selling ownership stakes during a "lockup period." Learn how lockup periods work.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• IPO Investments: What You Need to Know | Charles Schwab

  Thinking about investing in an IPO? Review these IPO basics to find out how IPO investments work and important considerations when investing in IPOs.

• How To Evaluate Dividend Stocks | Charles Schwab

  Don't be blinded by a dividend's yield. We'll show you other metrics you might use to evaluate income stocks.

• Stock Plan Basics: Equity Compensation Explained | Charles Schwab

  Stock options, restricted stock, and restricted stock units are different ways companies can reward their employees.

• What is a Micro E-Mini Future? | Charles Schwab

  Micro E-mini futures offer traders exposure to four leading U.S. stock indexes in bite-size contracts.

• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.

• Retirement Planning by the Decade: A Savings Guide | Charles Schwab

  Retirement planning looks different depending on the season of life you're in. Discover how to approach your most important savings goal—one decade at a time.

• Test Your Tax Knowledge | Charles Schwab

  How tax-savvy are you? Test your knowledge with our 10-question tax quiz.