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• Why Does Sentiment Not Match Hard Data? | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

• PCRA Getting Started | Charles Schwab

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.

• What Should Your Advisor Know About You? | Charles Schwab

  How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).

• Registered Index-Linked Annuity Rates | Charles Schwab

  Learn about the registered index-linked annuity (RILA) rates offered through Schwab.

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.

• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.

• Individual 401(k) Account Application | Charles Schwab

  If this is an initial employer adoption of a Schwab Individual 401(k), you must also include your completed, signed and dated Individual 401(k) adoption Agreement.

• Navigating Post-Election Market Dynamics | Charles Schwab

  Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.