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• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• Privacy Notice for U.S. Residents | Charles Schwab

  This Privacy Notice for U.S. residents ("Notice") supplements The Charles Schwab Corporation's Privacy Notice and applies to all individuals who reside in the United States and United States Territories.

• Ways to Help Reduce Risk in Your Portfolio | Charles Schwab

  A market downturn can expose risk in your portfolio. Learn how to help manage portfolio risk by aligning your investment strategy with your risk tolerance.

• Index Mutual Funds | Charles Schwab

  Learn how Index funds can offer a cost-effective, potentially tax-efficient way to diversify your portfolio.

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.

• Futures Around the Clock Trading | Charles Schwab

  Take advantage of Schwab's around-the-clock futures market trading hours with powerful tools like thinkorswim® and specialized trading support.

• Energy: Powering Artificial Intelligence? | Charles Schwab

  Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

• 3 Strategies to Help Ease Your RMD Tax Burden | Charles Schwab

  Required minimum distributions (RMDs) from your retirement plan account can take a toll on your tax bill. Consider these strategies to help reduce the sting.

• Investing in ADRs, Foreign Ordinaries, & Canadian Stocks | Charles Schwab

  ADRs (American Depository Receipts), foreign ordinaries and Canadian stocks allow you to invest in foreign companies. Explore ADRs and other options.

• Keeping Track of Your Portfolio's Performance | Charles Schwab

  The S&P 500® Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing.