Fund details, performance, holdings, distributions and related documents for Schwab AMT Tax-Free Money Fund – Ultra Shares (SCTXX) | The fund’s goal is to seek the highest current income exempt from federal income tax that is consistent with stability
See Schwab California Tax-Free Bond Fund™ (SWCAX) mutual fund ratings from all the top fund analysts in one place. See Schwab California Tax-Free Bond Fund™ performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
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See Schwab AMT Tax-Free Money Fund™ - Ultra Shares (SCTXX) history of stock splits. Includes date and ratio.
Fund Classification Fund Type Money Market Fund Name As of 12/20/2024 Price Aum/Mkt Cap YIELD Exp Ratio Watchlist Schwab AMT Tax-Free Money Fund SWWXX | Fund $1.00 $1.09 B 2.85% $0.03 0.38% SWWXX - Profile Distributions YTD Total Return 3.0% 3 Yr Annualized Total Return...
And Roth assets can pass tax-free to heirs. That's why some investors nearing retirement—and even those in it—choose to convert some of the savings in their tax-deferred traditional IRAs and 401(k) accounts into Roth assets. (Plus, having money diversified by tax treatment across tax-...
Schwab Intelligent Income handles that complexity, using sophisticated algorithms to consider enrolled assets across your taxable, tax-deferred, and tax-free retirement accounts and making tax-efficient withdrawals for you. Learn more or get started....
Kruger, Daniel
Fidelity and Charles Schwab offer a free solo 401(k), which also can be a good plan choice.6 Plan contributions are deducted on Form 1040, Schedule 1, on the line for self-employed SEP, SIMPLE, and qualified plans. It can be helpful having a tax preparer advise you on claiming this ...
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