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• How to Store Estate Planning Documents | Charles Schwab

  Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.

• Types of mutual funds | Charles Schwab

  Learn about the types of mutual funds to choose from and how to choose.

• Bond Laddering - Bond Strategy | Charles Schwab

  Bond ladders can help reduce portfolio risk and provide a steady income. Learn how they work, how they are built, and see how Schwab’s new tool can help.

• Is my money safe - Account Protection | Charles Schwab

  Most common questions about how Schwab protects your assets and keeps your money safe.

• Using the Calendar on thinkorswim® Desktop | Charles Schwab

  Stay on top of news and events that could potentially move the markets with the calendar feature on thinkorswim®.

• Create Watchlists on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to use watchlists on the thinkorswim® iOS mobile app. Create and customize your own watchlists.

• Buy & Sell Stock on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to buy and sell stock on the thinkorswim® mobile app for iPhone.

• Introduction to Options | Charles Schwab

  Interested in learning about trading options but not sure where to start? Here's what you need to know about options trading....

• IRA Tax Rules to Know and Understand | Charles Schwab

  IRAs may offer tax benefits, but breaking the rules can have consequences. Learn some common IRA tax pitfalls involving contributions, withdrawals, and more.

• How to Combine 401ks & Retirement Accounts | Charles Schwab

  Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings.