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Jhonatan Baez Zamudio | Financial Consultant in CA | Charles Schwab
Jhonatan Baez Zamudio is a Financial Consultant at Charles Schwab serving San Mateo, CA. Request an appointment or contact us today to speak with a financial consultant.
How to Combine 401ks & Retirement Accounts | Charles Schwab
Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings.
How Much Inheritance Is Too Much? | Charles Schwab
Passing wealth to the next generation can create security and opportunity, but the amounts and methods for your giving should be informed by the financial skills and goals of the recipients.
How Americans Define Wealth in 2025 | Charles Schwab
How do we define wealth? It's about more than just money. Discover key insights about the meaning of wealth from Schwab's 2025 Modern Wealth Survey.
Managing Taxes in Retirement | Charles Schwab
As you approach and enter your golden years, calculating your tax obligations could be tricky.
Scan for Stocks with the Stock Hacker Tool | Charles Schwab
The Stock Hacker scanning tool on the thinkorswim® platform can help traders find potential trade candidates that match their criteria. See how the tool works.
Traveling? Medicare Might Not Cover You | Charles Schwab
Does Medicare cover international travel? Discover three ways Medicare can fall short when traveling internationally—and how to fill health care gaps.
What is Alternative Minimum Tax (AMT) and How Does It Work | Charles Schwab
Alternative minimum tax (AMT) applies only to some taxpayers. What is the AMT and how does it work? Learn who might be affected by the AMT and what triggers it.
Wire Transfers Within the U.S. | Charles Schwab
The quickest way to request a domestic or foreign wire transfer or a retirement distribution is through Schwab.com.
Charles Schwab Bank Deposit Slip | Charles Schwab
Make a deposit into your Schwab Bank checking or savings account. Just send us your check with the deposit slip below.