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• Durable Power of Attorney For Pennsylvania Only

  APP114024PA-01-01

• Schwab Intelligent Portfolios™ Asset Allocation White Paper | Charles Schwab

  Understand the Asset Classes that are included across Schwab Intelligent Portfolios.

• Market Volatility | Charles Schwab

  Find guidance on how to respond to short-term volatility or longer market downturns.

• Charitable Giving | Charles Schwab

  Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations.

• A Future Uncertain: Recession Coming? | Charles Schwab

  Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.

• Deadlines and Debt A Drag On Markets? | Charles Schwab

  Well-rested investors will try to build on last Thursday’s better-than-expected jobs report. However, Trump’s tariff deadline and national debt concerns loom over markets.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• Annuities: Saving for Retirement Income | Charles Schwab

  Saving for retirement? Choose from a Schwab variable annuity, fixed annuity, or income annuity for potential guaranteed lifetime income.

• 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.

• Certificate of Deposit | Charles Schwab

  A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.