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• Second Home Tax Benefits | Charles Schwab

  There can be tax benefits to owning a vacation home. But when you also use the property as a rental to make additional income, there can be tax reporting implications.

• Investment Expense: What's Tax Deductible? | Charles Schwab

  The IRS allows various tax deductions for investment-related expenses, if they're related to taxable investment income. Find out if your expenses qualify.

• U.S. Agency Bonds: What You Should Know | Charles Schwab

  U.S. agency bonds can offer slightly higher yields than Treasury bonds, without requiring investors bondholders to take on too much additional risk.

• Inherited IRA RMD Calculator: Optimize Withdrawals | Charles Schwab

  Estimate your inherited IRA's required minimum distribution (RMD) with Schwab's inherited IRA RMD calculator. Calculate your inherited IRA's RMD.

• How to use Options Chains on Schwab Mobile | Charles Schwab

  Learn how to use options chains to easily view option prices & place option trades on the Schwab Mobile app.

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• Schwab Personal Defined Benefit Plan Information Guide | Charles Schwab

  Take advantage of this opportunity to preserve your wealth for the future.

• Are Preferred Securities Still Attractive? | Charles Schwab

  The higher yields preferred securities currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

• Protective Life SecurePay SE Benefits Guide | Charles Schwab

  Protective Life offers SecurePay SE, an optional indexed annuity withdrawal benefit providing enhanced growth opportunities along with protected lifetime income.

• Before and After: Managing Social Security Taxes | Charles Schwab

  Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.