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• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio....

• Margin Loans | Margin Trading Account | Charles Schwab

  Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you....

• Social Security: A Smart Part of Financial Planning | Charles Schwab

  Your Social Security contributions can total hundreds of thousands of dollars over your career. How can you make focused decisions to maximize and protect your future benefits?...

• Schwab SEP IRA | Charles Schwab

  Learn how you could make the most out of your retirement savings with your SEP IRA.

• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.

• How to Choose an ETF – Guide to ETF Investing | Charles Schwab | Charles Schwab

  Finding ETFs for your portfolio can be a challenge without a background in finance. Schwab’s knowledge and expertise is your resource to help you find what you’re looking for....

• Market Commentary | Charles Schwab

  Get our experts' perspective on recent market trends and what they could mean for your investment portfolio....

• Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab

  such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes....

• Why Trade Stocks at Schwab | Charles Schwab

  Our industry-leading trading platforms and research can help your stock trading, no matter your experience level....

• 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...