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• Tax reporting and cost basis facts for stock plans.

  Knowledge Center and select the type of award you have received. Click on the link to access in-depth premium content. A screen will pop up asking you to click to continue to myStockOptions.com. The Tax Center...Knowledge Center and select the type of award you have received. Click on the link to access in-depth premium content. A screen will pop up asking you to click to continue to myStockOptions.com. The Tax Center...

• Retirement Solutions Hub | Charles Schwab | Charles Schwab

  Understanding how much to save for retirement and how to make your savings last can be complicated. We believe planning for retirement should be simple. Find out how our products, services, tools, and insights can help you get the retirement you want.

• Energy Investing: WTI vs. Brent Crude Oil | Charles Schwab

  WTI vs. Brent Crude Oil: Wondering which to invest in? Discover what to know when considering West Texas Intermediate and North Sea Brent Crude.

• Schwab's Long-Term Return Expectations | Charles Schwab

  Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

• 3 Hedging Strategies on thinkorswim® | Charles Schwab

  Discover hedging strategies you can use when managing your portfolio (delta, capital requirements, and return on capital) and why these concepts matter.

• Net Investment Income Tax | Schwab

  net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold....

• thinkorswim® Trading Tools FAQs for Traders | Charles Schwab

  Learn how to use some of the most common trading tools available on thinkorswim®. Becoming familiar with these tools can help new traders get started.

• 5 Life Insurance Riders to Consider | Charles Schwab

  Life insurance riders are additional feature that can help personalize your policy. Discover how to customize your life insurance policy with riders.

• What Happens When Interest Rates Rise? | Charles Schwab

  Why do bond prices fall when interest rates rise? Learn more about the effects interest rates and bond prices can have on a portfolio.

• A Look at What's Impacting Futures Markets | Charles Schwab

  News never sleeps and neither do the futures markets. Get the latest developments and analysis of what is impacting the futures markets.