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• 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.

• 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.

• Must-Ask Questions: IRA Contributions | Charles Schwab

  What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

• How to Help Protect Yourself From Medicare Scams | Charles Schwab

  Medicare fraud can take many forms, but the most common scams try to trick you into providing sensitive data. Consider these three tips to avoid Medicare scams.

• Wealth Management | Sample Scenarios

  Explore how Schwab Wealth Advisory's wealth management professionals can help clients understand and optimize finances during retirement.

• 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.

• Brokered CDs vs. Bank CDs | Charles Schwab

  Brokered CDs vs. bank CDs: how do they compare? Discover the potential benefits and risks of brokered CDs and how they differ from bank-issued CDs.

• Test Your Tax Knowledge | Charles Schwab

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

• Bull vs. Bear Markets: What Investors Should Know | Charles Schwab

  Learn how to identify market phases and how, as an investor, you should consider trading in bull markets versus bear markets.

• Understanding Futures Margin | Charles Schwab

  Learn how changes in futures prices affect margin and your account.