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• Costly 529 College-Saving Mistakes | Charles Schwab

  A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.

• Choiceology's Guide to Nudges | Charles Schwab

  Nudges are small but powerful parts of choice architecture.

• Portfolio Customization Tips | Charles Schwab

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

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

• Managing Cash-Secured Puts | Charles Schwab

  Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning.

• Saving for Retirement: IRAs, 401(k)s, and More | Charles Schwab

  We break down which retirement accounts—IRAs or 401(k)s— may be right for you.

• Should You Consider a Roth 401(k)? | Charles Schwab

  With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.

• Trading Micro Crude Futures | Charles Schwab

  Micro WTI Crude Oil futures offer smaller-sized contracts, allowing traders to access the oil market but with a reduced initial financial commitment than standard crude oil contracts.