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• How to Plan Ahead for Taxes in Retirement | Charles Schwab

  Selecting tax-smart accounts may help your retirement savings last longer. Learn about tax-deferred accounts, Roth accounts, taxable accounts, and HSAs.

• Wasmer Schroeder Bond Ladder Strategies | Charles Schwab

  Wasmer Schroeder Strategies offers both taxable and tax-exempt bond ladder strategies designed to help minimize interest rate volatility.

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• 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.

• Three Ways to Get Out of Debt | Charles Schwab

  Trying to get out of debt can feel overwhelming, but it is possible. Learn three potential strategies you can use to pay off debt.

• 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.

• 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.

• 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.

• What Is an IRA? | Charles Schwab

  Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ