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• What Is a Tariff and How Does it Work? | Charles Schwab

  Tariffs have long been part of U.S. economic policy, but what is a tariff exactly? Learn how tariffs work and how they can impact markets and trade.

• ESA Distribution Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account.

• What Is an IRA? | Charles Schwab

  Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ

• How Do Tax Brackets Actually Work? | Charles Schwab

  We'll dispel some tax myths and explain how tax brackets actually work.

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Wasmer Schroeder Bond Ladder Strategies | Charles Schwab

  Wasmer Schroeder Strategies offers both taxable and tax-exempt bond ladder strategies designed to help minimize interest rate volatility.

• 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.

• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.

• How to File a Corrected 1099 | Charles Schwab

  Sometimes income from an investment is recharacterized from a tax perspective after it was distributed to you. Here's what happens next.