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• Costly 529 College-Saving Mistakes | Charles Schwab

  A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.

• Municipal Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What's next for municipal bonds in the second half of 2025? Here's what fixed income investors should know about the muni bond market.

• 4 Paths to a Roth IRA for High-Income Earners | Charles Schwab

  Roth IRA income limits can keep high earners from enjoying the tax benefits of this coveted retirement account. Explore four ways to contribute to a Roth.

• Fixed Indexed Annuity Rates | Charles Schwab

  Compare rates for fixed indexed annuities offed by Schwab.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• Are Digital Payments a Safer Way to Pay? | Charles Schwab

  Digital payments boast security features that go above and beyond traditional payment methods. Compare common digital payment types and how safe they are.

• Estate Planning at Any Age: Start Early | Charles Schwab

  Organizing your estate is a good exercise at any age—but the sooner the better. Learn the value of planning your estate early in your financial journey.

• A Holistic Approach: Do You Need a Wealth Advisor? | Charles Schwab

  Host Mark Riepe is joined by Senior Wealth Advisor Stephanie Shadel to explain holistic wealth management and the importance of understanding clients' personal histories and preferences.

• Schwab Dawsonville Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Dawsonville, GA independent branch. Contact or visit us today.