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• Inherited IRA RMD Calculator: Optimize Withdrawals | Charles Schwab

  Estimate your inherited IRA's required minimum distribution (RMD) with Schwab's inherited IRA RMD calculator. Calculate your inherited IRA's RMD.

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.

• Futures Contract | Charles Schwab Futures and Forex

  Explore the components of futures contracts, along with some basic concepts such as mark-to-market, hedging with futures, and futures roll.

• NQSO Taxes: An Overview | Charles Schwab

  NQSO taxes don't have to be overly complicated—learn how non-qualified stock options are taxed and what documents you need to file in the U.S.

• CD and Treasury Rollover Landing Page

  Introducing automatic rollovers from Schwab. Now you can reinvest the principle on your maturing CDs and U.S. Treasury securities automatically.

• Using Chart Divergences to Make Trading Decisions | Charles Schwab

  When technical indicators that normally correlate instead move apart, known as chart divergences, it can be a signal to potentially adjust a trading strategy.

• The Most Important Ages of Retirement | Charles Schwab

  Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

• Understanding Portfolio Margin | Charles Schwab

  Qualified traders have access to portfolio margin, which can offer a way to increase a trader's available budget.

• How to Trade Futures | Charles Schwab Futures and Forex

  View the basic steps of how to trade futures, including how to place and manage thinkorswim futures trades.

• How to use auto-rollover when investing in Fixed Income | Charles Schwab