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• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions.

• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.

• Managing Equity Awards in a Down Market | Charles Schwab | Charles Schwab

  Wondering how to manage an equity award during a down market? Learn what to keep in mind and what to consider during times of volatility.

• Fixed Income Investments for Retirement | Charles Schwab

  A market downturn won't necessarily hurt fixed income holdings the way it hurts an equity portfolio. Learn more about fixed income investments for retirement.

• 3 Hedging Strategies on thinkorswim® | Charles Schwab

  Discover hedging strategies you can use when managing your portfolio (delta, capital requirements, and return on capital) and why these concepts matter.

• SARs | Charles Schwab

  Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.

• IPOs | Charles Schwab

  Learn about initial public offerings (IPOs), a way for companies to raise capital from public investors by listing company shares on a stock exchange, allowing public investors to purchase shares of the company's stock.

• What to Know About Equity Compensation | Charles Schwab

  Learn key components of your equity compensation including: the type of equity award you have, how it's taxed, and how it fits into your financial plan.

• Securities-Based Line of Credit: What to Consider | Charles Schwab

  A securities-based line of credit (SBLOC) can be a cost-effective, tax-efficient way to cover short-term borrowing needs. Explore potential benefits & risks.

• What Happens to Stock When a Company Goes Bankrupt | Charles Schwab

  Learn what happens when a company files for bankruptcy, what it means for shareholders, and how to identify financially strong investments.