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• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions....

• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• What Makes the U.S. Bond Market Appealing Now? | Charles Schwab

  Worried about portfolio volatility but think you missed the peak opportunity for bonds? Find out what's happening in the bond markets and how you can still capture a good rate.

• Investing Basics: Planning for Retirement | Charles Schwab

  Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments....

• 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....

• Cryptocurrencies and Taxes: What You Should Know | Charles Schwab

  Virtual currencies can result in real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return.

• What the Fed Rate Cut Means (With Claudia Sahm) | Charles Schwab

  Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.

• Living in Retirement | Charles Schwab

  Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more...

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy....