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• Schwab Intelligent Portfolios Historical Performance | Charles Schwab

  This interactive tool allows you to see historical returns for a sample of some of the available portfolios.

• Tax Withholding Election Form for Individual Retirement Accounts | Charles Schwab

  Use this form to change or revoke your existing tax withholding election. A separate IRA Tax Withholding Election Form must be completed for each account.

• The Buddy System | Charles Schwab

  Pursuing a difficult goal can be lonely work—but it doesn't always have to be.

• On a High Note | Charles Schwab

  Is it possible to structure our experiences to remember them more fondly?

• How Do Muni Bond Credit Ratings Work? | Charles Schwab

  Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Wasmer Schroeder Actively Managed Strategies | Charles Schwab

  With a wide range of actively managed strategies to choose from, Wasmer Schoeder Strategies offers fixed income investing that’s tailored to fit you.

• Paying for College | Charles Schwab

  If you’re paying for college, tap into all potential funding sources: college savings accounts, scholarships, and financial aid; and see how aid requests are evaluated.

• 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.

• Coverdell Education Savings Accounts Guide | Charles Schwab

  Coverdell Education Savings Accounts (ESAs) can provide more flexible investing options compared to 529 plans. Discover the differences between ESAs and 529s.