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• How to Avoid Capital Gains Tax on Home Sale | Charles Schwab

  Record-high home prices could mean outsized capital gains taxes on home sales. Learn how to manage your cost basis to keep your tax liability as low as possible.

• Should You Consider an Adjustable-Rate Mortgage? | Charles Schwab

  Adjustable-rate mortgages are on the rise—but are they right for you?

• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.

• How to Buy Gold to Diversify Your Portfolio | Charles Schwab

  Are you wondering how to buy gold or add gold investments to your portfolio? Learn about different alternatives and their pros and cons.

• Schwab Advisor Network - Local Investment Advisors | Charles Schwab

  Let Schwab refer you to a local independent investment advisor through Schwab Advisor Network. Experienced advisors can offer you specialized guidance for your wealth management needs.

• mkt89014-00.pdf

  thinking about your next mutual fund purchase is the time to act. understand the Role of Your Fund What are you looking for in a fund? Total return? Income? Do you want to simply match the returns of...

• Schwab Intelligent Income™ | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.

• Margin Loan Risks & Benefits | Charles Schwab

  Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.

• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.

• IRA Tax Rules to Know and Understand | Charles Schwab

  IRAs may offer tax benefits, but breaking the rules can have consequences. Learn some common IRA tax pitfalls involving contributions, withdrawals, and more.