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• Schwab Novato Independent Branch | Charles Schwab

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

• Tax Planning | Charles Schwab

  Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.

• Fixed Income | Charles Schwab

  Read our views on trends in the fixed income market affecting bonds, CDs, and money markets.

• What is an IRA? | Open an Individual Retirement Account | Charles Schwab

  An Individual Retirement Account, or IRA, can help you reach your retirement goals. Learn what an IRA is and which IRA type may best help you save on taxes.

• Durable Power of Attorney For New York State Only

  APP114024NY-01

• Michael Iachini | Charles Schwab

  Michael Iachini, CFA, CFP, is Managing Director and Head of Manager Research for the Schwab Center for Financial Research. He leads the research effort on mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments.

• Jeannie Bidner | Charles Schwab

  Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states as well as the centralized national branch teams.

• Margin Loans | Margin Trading Account | Charles Schwab

  Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you.

• https://www.schwab.com/public/file/P-1908443

• Brokerage account | Charles Schwab

  Open a Schwab brokerage account and invest in financial products like stocks and mutual funds. You can manage your brokerage account with different trading platforms and education.