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• Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab

  Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.

• Investment Research | Charles Schwab

  Save time choosing investments with Schwab's award-winning investment research tools. Access screeners, top picks, expert commentary, detailed quotes, and more.

• Head-and-Shoulders Patterns in Stock Charts | Charles Schwab

  head-and-shoulders patterns and trend reversals can be hard. Learn how trading signals can potentially help you identify a head-and-shoulders trend....

• Charitable Remainder Trusts: What to Know | Charles Schwab

  Charitable remainder trusts can provide a tax break and income for life. Learn the different types, how they work, how to maximize them, and how they're taxed.

• I Want to Buy a Home or Investment Property | Charles Schwab

  Discover how your equity can help you pursue your homeownership dreams like buying a home or investment property. Learn home-buying tips, how to invest in a second home, and more....

• Portfolio Margin vs. Regulation T Margin | Charles Schwab

  Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin.

• "Yen-Carry" Anniversary Nears, but Worries Fade | Charles Schwab

  A repeat of last August's "yen-carry" market upheaval isn't likely on the schedule, due in part to a shift in positioning by investors. Here's why.

• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares.

• 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.