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• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• Schwab Global Account and Schwab One Brokerage Account Transfer Form | Charles Schwab

  Use this form to transfer securities and/or funds from another financial institution (e.g., brokerage, mutual fund company, bank, or insurance company) into your Schwab One Brokerage Account and your associated Schwab Global Account.

• Schwab 529 College Savings Plan Financial Professional Authorization | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• Micro Bitcoin and Ether Futures Offer Small Bites of Crypto | Charles Schwab

  At a fraction of the size of a standard futures contract, Micro Bitcoin and Ether futures can offer a more capital-efficient way for traders to gain bitcoin and ether exposure.

• Why International and Why Now | Charles Schwab

  The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning.

• When Markets Talk, the Bond Market Speaks Loudest | Charles Schwab

  The fluctuating economic environment, tariffs, and the Fed's ongoing challenges keep bond investors wondering where to turn.

• A Hero's Journey: With Guests Ethan Gilsdorf, David Fajgenbaum & Kurt Gray | Charles Schwab

  Framing the narrative of your life as an epic journey can give you control and meaning.

• Schwab Futures and Forex daily segregated requirements February 2025 | Charles Schwab

• Commodity ETFs | Charles Schwab

  What are commodity exchange-traded funds (ETFs)? What are the benefits and risks of including them in your financial portfolio?