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• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• Out-of-the-Money and In-the-Money Verticals | Charles Schwab

  Learn about the similarities and differences of an out-of-the-money (OTM) put vertical and an in-the-money (ITM) call vertical spread, plus how to use them.

• Ashley Cosio | Financial Consultant in CA | Charles Schwab

  Ashley Cosio is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• Trajon Moore | Financial Consultant in DC | Charles Schwab

  Trajon Moore is a Financial Consultant at Charles Schwab serving Washington, DC. Request an appointment or contact us today to speak with a financial consultant.

• What is a Roth IRA? | Charles Schwab

  Open a Schwab Roth IRA, with key advantages like tax-free growth potential for earnings and contributions, and qualified withdrawals that can be taken tax-free.

• The New Magnificent Seven? | Charles Schwab

  We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.

• 4 Retirement Risks to Avoid | Charles Schwab

  The five years before and after retirement are among the most important—and vulnerable—for savings. Consider these tips to help avoid potential risks.

• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• Lin Sun | Financial Consultant in CA | Charles Schwab

  Lin Sun is a Financial Consultant at Charles Schwab serving San Mateo, CA. Request an appointment or contact us today to speak with a financial consultant.