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• Your Guide to Bond Taxes | Charles Schwab | Charles Schwab

  Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.

• How to place an options trade on Schwab Mobile | Charles Schwab

  How to place an options trade on Schwab MobileRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• How to create a custom watchlist on Schwab Mobile | Charles Schwab

  How to create a custom watchlist on Schwab MobileRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Want to Downsize Your Home? Here’s What to Know | Charles Schwab

  Moving to a smaller house as you near retirement can have many financial advantages. Here’s what you should consider from a tax perspective.

• How to create stock alerts using Schwab Mobile | Charles Schwab

  How to create stock alerts using Schwab MobileRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Shorting Stocks in Your Investment Strategy | Charles Schwab

  Short selling aims to provide protection or profit during a stock market downturn, but it can be risky and requires a margin account. Learn the mechanics of shorting a stock.

• 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.

• Schwab Digital Features

  Discover how the digital tools and features of Schwab.com and the Schwab Mobile app can help you take charge of your financial life....

• Add Options Trading and Margin to Your Account | Charles Schwab

  Organization accounts, you must complete Section 5 as well. See Section 6 for instructions on returning your completed form....

• Your guide to everything we offer | Charles Schwab

  No matter where you are in your investing journey or what your investing style is, we're here to help you pursue your financial goals. To help give you an overview of our products and services we created...