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• Margin Loan Risks & Benefits | Charles Schwab

  Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.

• The Ins and Outs of RSA Taxes and 83(b) Elections | Charles Schwab

  An 83(b) election allows you to pay tax on the value of restricted stock awards (RSAs) at grant time rather than vest time. Learn more about 83(b) elections.

• Apply for a Mortgage | Charles Schwab

  Apply for a mortgage through Schwab Bank's home loan program provided by Rocket Mortgage to get a home loan designed for your needs.

• Managing the Cost of Long-Term Care | Charles Schwab

  The cost of long-term care (LTC) can be significant. Prepare for LTC expenses in retirement by considering two ways to pay: self-funding or insurance.

• Sequence of Returns Risk | Charles Schwab

  Be wary of the sequence-of-returns risk if you are nearing retirement age. Learn more about how timing can play a critical role in your retirement savings.

• Mortgage Rates | Schwab Bank | Charles Schwab

  Check current mortgage rates to purchase a home or refinance your loan. Schwab offers secured loans that you can use for mortgages with affordable interest rates.

• Get to Know the Options Greeks | Charles Schwab

  Learn how options greeks can help you evaluate the risks and rewards of options contracts.

• Fixed Income Glossary | Charles Schwab

  Find definitions to terms related to Fixed Income Investing on Schwab.com.

• Technical Analysis: Filtering the Market | Charles Schwab

  Technical analysis tools help identify and evaluate potential trade opportunities. These indicators include trend lines, moving averages, volume, and more.

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.