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• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• Introduction to thinkorswim® Web | Charles Schwab

  In this tutorial, we'll take a tour of the thinkorswim® web platform and show you how to get started.

• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• 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.

• 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.

• 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.

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

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

• How to use Fund Finder | Charles Schwab

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

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.Read PDF: Go Paperless