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• Which Milestone Ages Factor Into Retirement Planning? | Charles Schwab

  Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.

• Options Exercise, Assignment & Expiration | Charles Schwab

  Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• Tax reporting and cost basis facts for stock plans.

• Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab

  Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.

• What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab

  Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.

• Liquid Alternatives: Getting the Mix Right | Charles Schwab

  Liquid alternatives offer access to unconventional strategies and risks. Learn what to ask before ordering up a liquid alternative exchange-traded fund (ETF).

• Schwab Intelligent Income™: A simple, modern way to pay yourself from your portfolio Whitepaper | Charles Schwab

  Learn how Schwab Intelligent Income can be used to pay yourself in retirement.

• FDIC insurance | Charles Schwab