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Insights & Ideas

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CONTENT WITH Portfolio Management
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Schwab is committed to helping you meet your long-term goals.
When demand for high-quality funds drives up prices, costs can outweigh benefits.
Delaying withdrawals can help extend the life of your retirement portfolio.
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Your company just announced a pension freeze or buyout—now what?
How to make the best of a bad situation.
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In bad times and good, your future is our priority.
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Completing your tax return every year can be a monumental task. And figuring out how to manage your tax bill takes even more work. It takes long-term planning, short-term decisions, and a solid understanding of tax concepts.
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You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here’s how to decide.
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Why did stocks rise over the past month despite grim economic news? The Federal Reserve’s massive liquidity injection is one reason.
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Important distinctions exist between traditional and Roth IRAs, including eligibility and contribution limits. Here’s a guide to help you decide what’s best for you.
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