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• Schwab Birmingham Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Mountain Brook, AL branch. Contact or visit us today.

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Roth IRA Contribution Limits | Charles Schwab | Charles Schwab

  See Roth IRA contribution limits for tax years 2018 and 2019. Learn how much you can contribute based on your income.

• How to Borrow Money Strategically for a Big Expense | Charles Schwab

  Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow.

• Corporate Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What’s next for investment-grade and high-yield corporate bonds in the second half of 2025? Here’s what fixed income investors should look out for.

• Are Preferred Securities Still Attractive? | Charles Schwab

  The higher yields preferred securities currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

• Schwab Global Account | Global Trading | Charles Schwab

  Trade foreign stocks online in a Schwab Global Account, designed for your global trading needs. Talk to one of our Global Investing Specialists today.

• How Do Tax Brackets Actually Work? | Charles Schwab

  We'll dispel some tax myths and explain how tax brackets actually work.

• What Is an IRA? | Charles Schwab

  Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ

• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.