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• Schwab Portland, ME - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Portland, ME branch. Request an appointment on Schwab.com

• Schwab St Augustine Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's St Augustine, FL independent branch. Contact or visit us today.

• Schwab Lexington Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Lexington, KY branch. Contact or visit us today.

• Schwab Clarksville Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Clarksville, IN independent branch. Contact or visit us today.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Schwab Georgetown Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Georgetown, TX independent branch. Contact or visit us today.

• Schwab Westerville Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Columbus, OH independent branch. Contact or visit us today.

• Schwab Dickson City Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Dickson City, PA independent branch. Contact or visit us today.

• Schwab Bluffton Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Bluffton, SC independent branch. Contact or visit us today.

• Schwab Dublin Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Dublin, OH branch. Contact or visit us today.