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• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Charles Schwab Futures and Forex LLC Disclosures | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

• Robo-Advisors: An Intelligent Way to Invest | Charles Schwab

  Learn more about building a diversified investment portfolio—and how a robo-advisor can help.

• Accounts Overview – Investing Goals | Charles Schwab

  Schwab makes it easy to choose the right account for your financial goals. Learn about investment and savings accounts we offer and find the right fit for you.

• Margin Loans | Margin Trading Account | Charles Schwab

  Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you.

• Estate Planning Taxes | Charles Schwab

  See four things you can do now to preserve more of your assets for your heirs in the future.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Introduction to thinkorswim® Web | Charles Schwab

  In this tutorial, we'll take a tour of the thinkorswim® web platform and show you how to get started.

• How Do Tax Brackets Actually Work? | Charles Schwab

  We'll dispel some tax myths and explain how tax brackets actually work.