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• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.

• Potential Long-Term Benefits of Investing HSA Funds | Charles Schwab

  Health savings accounts (HSAs) are for more than just routine medical expenses. Learn how to potentially grow your savings tax-free by investing HSA funds.

• (Bonus) How Can Gratitude Improve Your Life? | Charles Schwab

  Host Mark Riepe, joined by his team and past guests of 2024, explores the impact of gratitude on our long-term perspective through personal stories and academic research.

• Grow Tax-Free Savings with Roth Conversions | Charles Schwab

  Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.

• Long Options | 8-22-24 | Charles Schwab

  In this class, we talk about considerations for trading 0 (Zero) DTE Long Options, a strategy which is attracting lots of interest.

• Wealth Management & Investment Services | Charles Schwab

  Use Schwab's personal wealth management and investment services to help you manage your wealth, pursue your financial goals, and transfer your estate to future generations.

• Weathering Market Volatility: Can Dividends Help? | Charles Schwab

  Deane Antoniou joins Liz Ann Sonders for a discussion about long-term retirement strategies and dividend-paying stocks.

• Investors Riding the Waves in Unsteady Bond Market | Charles Schwab

  Fast-paced policy changes out of Washington are roiling the bond market, leading fixed income investors to wrestle with whether they should buy, hold, or sell.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• Are You Up for the No-Spend Challenge? | Charles Schwab

  The no-spend challenge has gone viral with Millennials and Gen Z, but it could work for anyone who wants to take control of their money. Consider trying it for 30 days.