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• Required Minimum Distributions (RMDs) | Charles Schwab

  Investors 73 and older must take required minimum distributions (RMDs) from tax-deferred retirement accounts. Learn how Charles Schwab can help you meet this requirement.

• What Is a Robo-Advisor? | Charles Schwab

  If it isn't a robot, what is a robo-advisor?

• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• Floating-Rate Notes: 4 Key Considerations | Charles Schwab

  Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.

• Theta Decay in Options Trading: Strategies to Know | Charles Schwab

  Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.

• Are You Up for the No-Spend Challenge? | Charles Schwab

  The no-spend challenge has gone viral with Millennials and Gen Z, but it could work for anyone who wants to take control of their money. Consider trying it for 30 days.

• Required Minimum Distribution | Charles Schwab

  See your total RMD amount, any amount you've already withdrawn, and the remaining amount you must withdraw—all in one place.

• When Do You Need Umbrella Insurance? | Charles Schwab

  Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.

• Set Alerts on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to set an alert on the thinkorswim® mobile app for iPhone.

• When Markets Dip, Don't Drop Out | Charles Schwab

  An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why.