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• Jhonatan Baez Zamudio | Financial Consultant in CA | Charles Schwab

  Jhonatan Baez Zamudio is a Financial Consultant at Charles Schwab serving San Mateo, CA. Request an appointment or contact us today to speak with a financial consultant.

• What is a Traditional IRA? | Charles Schwab

  What is a Traditional IRA? A Traditional IRA allows you to contribute pre-tax dollars and grow your money tax deferred. Learn about how to open one today.

• Scan for Stocks with the Stock Hacker Tool | Charles Schwab

  The Stock Hacker scanning tool on the thinkorswim® platform can help traders find potential trade candidates that match their criteria. See how the tool works.

• Traveling? Medicare Might Not Cover You | Charles Schwab

  Does Medicare cover international travel? Discover three ways Medicare can fall short when traveling internationally—and how to fill health care gaps.

• 2025 Mid-Year Outlook: U.S. Stocks and Economy | Charles Schwab

  Learn what's in store for the remainder of 2025 and the confluence of challenges that lie ahead in the mid-year outlook for U.S. stocks and economy.

• Managing Taxes in Retirement | Charles Schwab

  As you approach and enter your golden years, calculating your tax obligations could be tricky.

• How Americans Define Wealth in 2025 | Charles Schwab

  How do we define wealth? It's about more than just money. Discover key insights about the meaning of wealth from Schwab's 2025 Modern Wealth Survey.

• What are Covered Calls & How Do They Work? | Charles Schwab

  What is a covered call and how does it work? Learn how covered calls could help you potentially earn income from stocks you own and more.

• How to Speculate with Futures | Charles Schwab

  Learn about speculating with futures trading and how to use the thinkorswim platform to place futures trades.

• What is Alternative Minimum Tax (AMT) and How Does It Work | Charles Schwab

  Alternative minimum tax (AMT) applies only to some taxpayers. What is the AMT and how does it work? Learn who might be affected by the AMT and what triggers it.