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Looking for help with taxes? We’ll help you plan ahead with information about taxable income, capital gains, dividends, net investment income tax, cost basis, AMT, and more.
Get answers to tax-filing questions and find out how year-round tax planning may help you save and build more wealth over time
Planning & Retirement | Charles Schwab
Prepare for financial milestones and events
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.
Learn about costs associated with investing and trading and understand how fees and expenses may affect your investment returns.
Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.
Schwab Brokerage: Personal Choice Retirement Account | Charles Schwab
With a Schwab Personal Choice Retirement Account (PCRA), you can invest in a retirement plan with the freedom of a brokerage account.
Futures | Charles Schwab Futures and Forex
Whether you're new to futures or a seasoned pro, Schwab offers you the specialized tools, education, and support to trade futures with confidence.
Savings Home Loans & Rates Pledged Asset Line Credit Cards Featured Offeringscountry-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...
Discover how the digital tools and features of Schwab.com and the Schwab Mobile app can help you take charge of your financial life.