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• How to Plan Ahead for Taxes in Retirement | Charles Schwab

  Selecting tax-smart accounts may help your retirement savings last longer. Learn about tax-deferred accounts, Roth accounts, taxable accounts, and HSAs.

• Trading Micro Crude Futures | Charles Schwab

  Micro WTI Crude Oil futures offer smaller-sized contracts, allowing traders to access the oil market but with a reduced initial financial commitment than standard crude oil contracts.

• What Are Money Market Funds, and How Do They Work? | Charles Schwab

  Money market funds typically invest in higher-yield, short-term debt securities. Learn how they work, their pros and cons, and if they make sense for you.

• Account Types with Schwab Intelligent Portfolios | Charles Schwab

  Unsure about which Schwab Intelligent Portfolios® account is appropriate for you? Consider your options.

• Trade Life Cycles: Entry & Exit Strategies | Charles Schwab

  The trade life cycle process can help traders pursue their trading goals. Learn about trade entry and exit strategies and how this knowledge can help investors.

• Schwab Wealth Advisory - Wealth Management | Charles Schwab

  Schwab Wealth Advisory provides you with a personalized approach to wealth management and wealth planning with you at the center.

• How to set up security alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Learning Quest 529 Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Learning Quest 529 Plan Account by check or rollover.

• CD or Treasury? Five Factors to Consider | Charles Schwab

  Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.