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• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• (Bonus) Do Super Bowl Wins Diminish in Value? | Charles Schwab

  In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.

• Schwab Brokerage: Personal Choice Retirement Account | Charles Schwab

  With a Schwab Personal Choice Retirement Account (PCRA), you can invest in a retirement plan with the freedom of a brokerage account.

• Ways to Manage Mega Cap Concentration | Charles Schwab

  When mega cap stocks are dominating the stock market, the case for thoughtful diversification shines.

• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.

• Bollinger Bands: What They Are and How to Use Them | Charles Schwab

  Bollinger Bands help you identify sharp, short-term price movements and potential entry and exit points.

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

• Aj Mitchell | Financial Consultant in IL | Charles Schwab

  Aj Mitchell is a Financial Consultant at Charles Schwab serving South Barrington, IL. Request an appointment or contact us today to speak with a financial consultant.

• Charles Schwab

• Options Spread Orders on thinkorswim® Desktop | Charles Schwab

  Learn how to create options spread orders on thinkorswim® desktop.