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• Schwab Fort Mitchell Independent Branch | Charles Schwab

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

• Schwab Birmingham Branch | Charles Schwab

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

• How to use hypothetical gain/loss in watchlists | Charles Schwab

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

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• Financial Considerations of Moving Abroad | Charles Schwab

  More Americans are establishing second homes abroad. Learn more about visas, banking, taxes, health care, estate planning, and more before making the move.

• Good Debt vs. Bad Debt: How to Use Credit Wisely | Charles Schwab

  Some types of credit can help increase net worth, while others don't. Debt itself shouldn’t be the focus. The decision to borrow money matters just as much.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• Trading and Withdrawal Authorization - Schwab Bank Investor Checking™ | Charles Schwab

  Use this form to authorize a third party to act on your behalf in connection with your Individual Retirement Account, your Schwab One brokerage account and, if applicable, your linked Schwab Bank Investor Checking account™.

• Could You Outlive Your Retirement Savings? | Charles Schwab

  Estimating your longevity is a key part of retirement planning. Learn how to create a solid financial plan so you don't outlive your savings.

• Inflation, Deflation, and Stagflation Explained | Charles Schwab

  Inflation is a period of generally rising prices, and there are many ways that changing prices can impact investment portfolios.