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• Backdoor Roth: Is It Right for You? | Charles Schwab

  If your income is too high for a Roth IRA, there's another way in—but it comes with some caveats. Learn more about the backdoor Roth and the tax implications of using one.

• Why You Should Establish Trusted Contacts | Charles Schwab

  Learn how designating a trusted contact provides another layer of protection to help your financial institution keep your accounts safe.

• Strategies to Consider for Bitcoin ETF Options | Charles Schwab

  The launch of options on bitcoin ETFs may enable traders to hedge and speculate on the underlying ETF, as well as on the movements of the cryptocurrency itself.

• Trade Forex | Charles Schwab Futures and Forex

  Learn how to get your forex account set up, trade forex on the industry-leading thinkorswim trading platforms, and access premium forex education.

• Trading in Cash Accounts: Avoid These Violations | Charles Schwab

  Understanding the timing for setting transactions is important when trading with cash so that traders aren't hit with account restrictions.

• Market Volatility | Charles Schwab

  Find guidance on how to respond to short-term volatility or longer market downturns.

• Charles Schwab 2024 Modern Wealth Survey full findings

  earlier ©2024 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. 6 Q.19: At what age did you begin regularly saving money? (Base: Total: 1,000; Gen Z = 290, Millennials = 307, Gen...have? (Base: Total: 1,000; Gen Z = 290, Millennials = 307, Gen X = 327, Boomers = 276) Q.20: At what age did you begin investing? (Base: Investor: 580; Gen Z = 129, Millennials = 165, Gen X = 191, Boomers...

• The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab

  Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.

• Education Savings Account | Charles Schwab

  An Education Savings Account can supplement a 529 College Savings Plan and help you pay for education expenses from kindergarten through college.

• Taxes 2024: 8 Things to Know Now | Charles Schwab

  With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.