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• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Brokerage account | Charles Schwab

  Open a Schwab brokerage account and invest in financial products like stocks and mutual funds. You can manage your brokerage account with different trading platforms and education.

• Annuities: Saving for Retirement Income | Charles Schwab

  Saving for retirement? Choose from a Schwab variable annuity, fixed annuity, or income annuity for potential guaranteed lifetime income.

• Fixed Income Glossary | Charles Schwab

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

• Charles Schwab Bank & Lending Products | Charles Schwab

  Explore banking products and offerings from Schwab Bank, including our checking account with no ATM fees worldwide.

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

• Dividend Reinvestment Plans | Charles Schwab

  A DRIP allows investors to automatically reinvest the cash from a stock's dividend payments. Watch this video to learn how to enroll in a DRIP.

• Reducing RMDs With QCDs in 2025 | Charles Schwab

  A qualified charitable distribution (QCD) can satisfy required minimum distributions (RMDs) and philanthropic goals. Read more about the tax benefits of QCDs.

• Potential Long-Term Benefits of Investing HSA Funds | Charles Schwab

  Health savings accounts (HSAs) are for more than just routine medical expenses. Learn how to potentially grow your savings tax-free by investing HSA funds.

• College Savings Account | Education & Custodial | Charles Schwab

  Opening a college savings account can be a smart way to establish a college fund for a family member, a friend, or even yourself.