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• What is a 401(k) and How Does It Work? | Charles Schwab

  What is a 401(k)? How does a 401(k) work? Learn how these retirement plans work and get answers to questions on contribution limits, distributions, and more.

• How to use Fund Finder | Charles Schwab

  Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.Read PDF: Go Paperless

• What Is Forex? | Charles Schwab Futures and Forex

  Forex trading is the simultaneous buying and selling of currencies from two different countries - hoping to profit as their values go up and down. Take advantage of Schwab's expertise to learn forex basics and how to trade forex.

• Corporate Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What’s next for investment-grade and high-yield corporate bonds in the second half of 2025? Here’s what fixed income investors should look out for.

• Should the Fed Focus on Inflation or Unemployment? | Charles Schwab

  Kathy Jones and Collin Martin break down the Fed's current predicament and what the future might hold for interest rates.

• ETFs and Taxes: What You Need to Know | Charles Schwab

  ETFs can have different tax implications depending on how they're structured and how long you've held the ETF. Learn more about ETFs and taxes to help avoid unpleasant surprises.

• U.S. Agency Bonds: What You Should Know | Charles Schwab

  U.S. agency bonds can offer slightly higher yields than Treasury bonds, without requiring investors bondholders to take on too much additional risk.

• Consider This Before Buying Crypto Treasury Stocks | Charles Schwab

  Many investors are paying a premium for cryptocurrency exposure by buying crypto treasury stocks. Here are a few things to consider before buying.

• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.