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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.
How Does the SEC Names Rule Work? | Charles Schwab
The U.S. Securities and Exchange Commission (SEC) mandates that funds must invest 80% in the asset indicated by their name. Learn more about the SEC Names Rule.
Tax Efficient Asset Location | Charles Schwab
Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.
Learn about mutual funds and how they differ from other investments such as ETFs.
What is Tax-Gain Harvesting? | Charles Schwab
Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.
What is a Prenup and Why Do I Need It? | Charles Schwab
There are a lot of positives to prenups—but what is a prenup, exactly? Learn how a prenup works and how it may help protect you in the event of divorce....
Understand the potential financial loss of investment decisions and how that may affect your portfolio....
What Is the Debt Ceiling and Why Does It Matter? | Charles Schwab
What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy....
Think through how you would like your investments and other assets distributed to your heirs.
Retiring Early: Can You Afford It? | Charles Schwab
Facing an unexpected early retirement? Here’s how to figure out how your budget and savings would be affected....