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• Get ready to build your financial plan with a CERTIFIED FINANCIAL PLANNER™ professional | Charles Schwab

  Review the checklist below to make the most of our planning tool and your appointment with a CFP® professional to develop a smarter, more informed financial plan.

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

  Complete Sections 1 through 4. For Organization accounts, you must complete Section 5 as well. See Section 6 for instructions on returning your completed form.

• What are Buffer ETFs? | Charles Schwab

  Product overview and description of Buffer ETFs

• Schwab Futures and Forex daily segregated requirements January 2025 | Charles Schwab

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.Read PDF: How to place options trade

• The Team Behind Our Robo Advisor | Charles Schwab

  Your Schwab Intelligent Portfolios® account is much more than just an algorithm. It's an automated portfolio with human oversight. Schwab Intelligent Portfolios was designed to use a combination of people and technology to help make investing more accessible, more efficient and lower cost.

• IRA Tax Rules to Know and Understand | Charles Schwab

  IRAs may offer tax benefits, but breaking the rules can have consequences. Learn some common IRA tax pitfalls involving contributions, withdrawals, and more.

• Charles Schwab Bank Pricing Guide | Charles Schwab

• Schwab Intelligent Income™ | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.