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• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect....

• Choiceology's Guide to Better Decisions | Charles Schwab

  What are some strategies that can help you mitigate cognitive biases and make better decisions?

• Sector ETFs | Charles Schwab

  you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style....

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments....

• Rate Cuts Begin, but It's the Message That Matters | Charles Schwab

  As the Fed begins cutting rates, it's important for investors to understand what data the Fed is watching and how that might be a guide to the pace and timing of future actions....

• Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas) | Charles Schwab

  Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night....

• When Can You Withdraw From Your 401(k)? A Guide | Charles Schwab

  If you're considering withdrawing funds early, remember the rule of 55. Find out how it works and what you need to know....

• Must-Ask Questions: IRA Contributions | Charles Schwab

  What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account....

• What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab

  You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors....

• Real Estate Investment Trusts (REITs) | Charles Schwab

  What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types....