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• Leveraging Assets to Manage Your Wealth | Charles Schwab

  Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.

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

  Automatically reinvest the principal on your maturing CDs and U.S. Treasury securities in just a few clicks.Explore Fixed Income

• Demystifying Medicare for Retirement | Charles Schwab

  Medicare exposes many retirees to higher-than-expected out-of-pocket expenses. Compare your Medicare options and help reduce out-of-pocket costs.

• Inherited IRA Application for a Trust Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for a trust beneficiary.

• International Stocks: How and Why to Invest | Charles Schwab

  International stocks can expose you to emerging markets but may lead to more risk. Learn about Schwab's view on how and why to invest in international stock.

• Active Semi-Transparent ETFs: What to Know | Charles Schwab

  Learn about the structural mechanics of active semi-transparent ETFs and what differences they have from traditional ETFs and mutual funds that set them apart.

• Durable Power of Attorney For All States Except New York and Pennsylvania

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• How to use Fund Finder | Charles Schwab

  Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.

• Inherited IRA Application for an Estate Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for an estate.