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Showing 3251 – 3260 of 3923 results

• Fixed Indexed Annuities in Your Portfolio | Charles Schwab

  A fixed indexed annuity can offer those in or near retirement a balance of security and potential growth. Learn about what they are and how they work.

• What's an ETF and How Do ETFs Work? | Charles Schwab

  Wondering what's an ETF and how do ETFs work? Learn how income-producing ETFs can potentially help contribute to retirement income and your financial goals.

• ERISA 408(b)(2) Fee Disclosure Report | Charles Schwab

  The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Aging Parents? 5 Money Topics to Discuss | Charles Schwab

  Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

• (Bonus) Do Super Bowl Wins Diminish in Value? | Charles Schwab

  In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.

• Time Travel: Choosing Stock Chart Time Frames | Charles Schwab

  Long-term investors tend to focus on daily stock charts to help with decisions, while active traders often focus on more detailed charts. Why not try both?

• How to Write a Legacy Love Letter | Charles Schwab

  Crafting a legacy letter to your loved with your estate-planning information and rationale for your choices can help ease their burden when you pass.

• Will the United States Dollar Be Dethroned? | Charles Schwab

  Curious how the United States dollar is doing? Despite the trend toward currency diversification in global trade, we don't see the U.S. dollar losing dominance.

• How to invest cash to pursue long-term goals | Charles Schwab

  Thinking about reallocating cash now that yields have fallen? Explore investment ideas as you rebalance your portfolio to pursue long-term goals.