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• How to use auto-rollover when investing in Fixed Income | Charles Schwab

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

• Learning Quest 529 Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• CD and Treasury Rollover Landing Page

  Introducing automatic rollovers from Schwab. Now you can reinvest the principle on your maturing CDs and U.S. Treasury securities automatically.

• Which Sectors Might Benefit from Rising Rates? | Charles Schwab

  A look at which sectors could outperform the market during the current cycle of interest rate increases.

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.

• Second Home Tax Benefits | Charles Schwab

  There can be tax benefits to owning a vacation home. But when you also use the property as a rental to make additional income, there can be tax reporting implications.

• Theta Decay in Options Trading | Charles Schwab

  What does theta decay in options trading mean? Learn about theta's role in options trades and three trading strategies that target time decay.

• Protective Life SecurePay SE Benefits Guide | Charles Schwab

  Protective Life offers SecurePay SE, an optional indexed annuity withdrawal benefit providing enhanced growth opportunities along with protected lifetime income.

• What is Performance Stock (PSUs and PSAs)? | Charles Schwab | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), including how to enroll and how they may impact your taxes.

• Not-for-Profit vs. Nonprofit: How to Choose a Charity | Charles Schwab

  There are many ways to give back. Start by understanding the differences between nonprofit and not-for-profit organizations, and then do your research to be sure your money will be used for maximum impact.