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• 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.

• New Congress Faces Massive Policy Agenda | Charles Schwab

  Donald Trump and Republicans support sweeping changes that could affect the economy and investors. Narrow margins in Congress may complicate that agenda.

• Bidder Beware: With Guests Max Bazerman & Glenye Cain Oakford | Charles Schwab

  Suppose you just won a hotly contested auction. How likely is it that you got a good deal?

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

• Basics of Margin Trading for Investors | Charles Schwab

  Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.

• Demystifying Medicare for Retirement | Charles Schwab

  Medicare exposes many retirees to higher-than-expected out-of-pocket expenses. Compare your Medicare options and help reduce out-of-pocket costs.

• Market Outlook: What's in Store for 2024? | Charles Schwab

  As we approach 2024, what can investors expect from the markets in the new year?

• Health Care Costs in Retirement: Are You Prepared? | Charles Schwab

  Medical bills can put a strain on your retirement income. Explore four ways you can plan ahead to help avoid high health care costs in retirement.

• Making Sense of the Current Economic Cycle | Charles Schwab

  Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.