Charles Schwab is beefing up its robo-adviser with a tool to help customers avoid unexpected tax hits when cashing out of portfolios

 

Charles Schwab is beefing up its robo-adviser with a tool to help customers avoid unexpected tax hits when cashing out of portfolios

The discount brokerage’s new tool, set to launch next month, is aimed at simplifying the way users draw out funds from their portfolios.

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