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What is Cost Basis and How Does It Work? | Charles Schwab
What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.
Protective Indexed Annuity II | Charles Schwab
Protective Indexed Annuity II can help you create a strategy to protect your assets.
How to Plan Ahead for Taxes in Retirement | Charles Schwab
Selecting tax-smart accounts may help your retirement savings last longer. Learn about tax-deferred accounts, Roth accounts, taxable accounts, and HSAs.
What to Know About the Five-Year Rule for Roths | Charles Schwab
There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.
Basics of Margin Trading for Investors | Charles Schwab
Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.
Value Stock Investments: Build a Durable Portfolio | Charles Schwab
Value investing strategies can help investors build a portfolio of stocks that are trading below fair value. Learn fundamental metrics that can help investors identify value stocks.
SIMPLE IRA Employee Q&A | Charles Schwab
Here are answers to some questions you may have about the SIMPLE IRA.
How to Write a Legacy Love Letter | Charles Schwab
Crafting a legacy letter to your loved with your estate-planning information and rationale for your choices can help ease their burden when you pass.
What Are Tax Brackets and Marginal Tax Rates? | Charles Schwab
What are the tax brackets and how do marginal tax brackets work? Find out about tax rates as we head into income tax season.
How to Value Company Stocks | Charles Schwab
Analysts use three ratios to help value company stocks: price-to-earnings (P/E), price/earnings-to-growth (PEG), and price-to-book (P/B). Learn how they work.