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• Dividend Basics | Charles Schwab

  Take a quick dive into the basics of dividends including how they work, when they're paid, and why companies share profits with stockholders.

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.

• Greek Graphs Tell the Story of Call Strategies | Charles Schwab

  An understanding of the options greeks allows traders to visualize and estimate the potential performance of a call options trade.

• Where Should You Hold Your Cash? | Charles Schwab

  Yields on cash investments are higher than they've been in decades. The smartest place to keep your cash depends on how you plan to use it. Learn more.

• Estate Planning Basics for Low Interest Rates | Charles Schwab

  Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• How Do You Define Investment Risk? | Charles Schwab

  There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.

• Barbell, Bullet, and Bond Ladder Strategy | Charles Schwab

  Choosing between a bullet, a barbell, and a bond ladder strategy depends on your goals and timeframe. Discover which investment strategy best fits your needs.

• Tax Strategies for Donating Life Insurance | Charles Schwab

  If you no longer need your permanent life insurance, donating it to charity can help save on taxes. Consider three tax strategies for gifting your life insurance.

• How to Use Implied Volatility Percentiles | Charles Schwab

  Learn how implied volatility (IV) and historical volatility (HV) percentiles help you when ranking volatility and can help you select various options strategies.