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• Retirement Calculator | Your Retirement Savings | Charles Schwab

  Are you saving enough money for retirement? Use our retirement savings calculator to help find out how much money you need to save for retirement.

• What Should I Do When Interest Rates Fall? | Charles Schwab

  Schwab experts on how investors can respond once interest rates begin to fall.

• 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.

• How's That Fund Doing? Check the Information Ratio | Charles Schwab

  Want to cut through the noise on fund performance? The Information ratio can help you identify funds—and fund managers—who may be outperforming their peers.

• How to invest cash to pursue long-term goals | Charles Schwab

  Thinking about reallocating cash now that yields have fallen? Explore investment ideas as you rebalance your portfolio to pursue long-term goals.

• How to Calculate Financing Rates on Forex Trades | Charles Schwab

  When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.

• Business Development Companies (BDCs) | Charles Schwab

  What is a business development company? Explore BDCs, their investment strategies, and the advantages and disadvantages of investing in BDC stock.

• Choiceology's Guide to Nudges | Charles Schwab

  Nudges are small but powerful parts of choice architecture.

• What is Thematic Investing? | Charles Schwab

  From AI to green energy to the space economy, thematic investing makes it easier to invest in ideas and trends. Learn more about thematic investing.