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• Schwab Fort Mitchell Independent Branch | Charles Schwab

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

• Schwab Birmingham Branch | Charles Schwab

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

• Schwab Intelligent Portfolios® Sweep Program | Charles Schwab

  The portfolios in the Schwab Intelligent Portfolios® program include a cash allocation, which differs depending on the investment strategy selected.

• Using Bond Ladders for Income | Charles Schwab

  Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.

• Open a Schwab IRA | Charles Schwab

  Open online or use this form to open an IRA, a SEP-IRA, or a SIMPLE IRA.

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• Introducing On Investing | Charles Schwab

  Schwab's newest podcast, On Investing, features Kathy Jones and Liz Ann Sonders offering their view of the markets.

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• Charles Schwab Futures and Forex LLC Disclosures | Charles Schwab

• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.