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Use an inherited IRA RMD calculator to help estimate your IRA distributions and get a better idea of how these distributions may affect your finances.
Net Investment Income Tax | Schwab
As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.
Small Business Retirement Contribution Calculator | Charles Schwab
Use Schwab's calculator to estimate your small business's retirement contributions for SEP IRA, Simple IRA, and Individual 401(k) plans.
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.
Find a Consultant | Charles Schwab
Search by last name or location and find a Schwab consultant to help you reach your financial goals.
Stock Index Futures Tick Values | Charles Schwab
Learn how index futures contracts use tick sizes and tick values to track how much positions gain or lose each day.
Revocable Living Trust vs. Will | Charles Schwab
Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.
Looking for help with taxes? We’ll help you plan ahead with information about taxable income, capital gains, dividends, net investment income tax, cost basis, AMT, and more.
Fixed Indexed Annuities | Charles Schwab
If you want to protect retirement savings, guarantee income, and enjoy potential growth, consider a Schwab fixed indexed
How a Dividend Reinvestment Plan Works | Charles Schwab
A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.