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• 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.

• Protect yourself from financial fraud. | Charles Schwab

  How to identify, avoid, and report common scams.

• Frequently Asked Questions - Asset Transfer | Charles Schwab

  In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.

• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• How Do Tax Brackets Actually Work? | Charles Schwab

  We'll dispel some tax myths and explain how tax brackets actually work.

• I Want to Buy a Home or Investment Property | Charles Schwab

  Discover how your equity can help you pursue your homeownership dreams like buying a home or investment property. Learn home-buying tips, how to invest in a second home, and more.

• Trustee and Custodial Agreement | Charles Schwab

• What Is a Tariff and How Does it Work? | Charles Schwab

  Tariffs have long been part of U.S. economic policy, but what is a tariff exactly? Learn how tariffs work and how they can impact markets and trade.

• Schwab SIMPLE IRA | Charles Schwab

  Learn how a SIMPLE IRA could be an easy and low-cost way to set up a retirement program.

• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.