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• 5 Rules for Creating a Retirement Paycheck | Charles Schwab

  Producing a steady income stream in retirement is a complex undertaking. Consider these five rules to help you create a retirement paycheck.

• 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.

• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

• How to transfer securities between accounts | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• 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.

• Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab

  Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.

• Education Savings Account (ESA) Designated Beneficiary/Authorized Person LOA Form | Charles Schwab

  This form allows you to: request a transfer of ownership to a previously named Successor Designated Beneficiary; name or update the SDB to the existing ESA account; name a successor Authorized Person to act in the event of the incapacitation, death or resignation of the current Authorized Person.

• Pacific Odyssey® Advantage Variable Annuity | Charles Schwab

  Learn how the Pacific Odyssey® Advantage Variable Annuity can help you generate steady retirement income while you continue to invest your retirement savings.

• How to see Schwab's Portfolio Builder

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.