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• What Is Dollar-Cost Averaging? | Charles Schwab

  Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.

• Schwab Genesis Variable Annuity | Charles Schwab

  Take charge of your retirement with more investment choices, guaranteed income, and protection for your beneficiaries. Learn about the Schwab Genesis Variable Annuity.

• Inherited IRA Rules & SECURE Act 2.0 Changes | Charles Schwab

  It's important to understand the updated inherited IRA distribution rules tied to the recent change in the SECURE Act, including its latest version, SECURE 2.0.

• Technical Analysis | Charles Schwab

  Interpret market data to identify patterns and trends to make more educated predictions.

• New Contribution and Gifting Limits for 2025 | Charles Schwab

  Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Discover what else is new for contribution and gifting limits in 2025.

• Managing the Cost of Long-Term Care | Charles Schwab

  The cost of long-term care (LTC) can be significant. Prepare for LTC expenses in retirement by considering two ways to pay: self-funding or insurance.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• Time to Return to Fundamentals? | Charles Schwab

  Fundamentally weighted indexing can potentially mitigate risk and help your portfolio ride out market turbulence. Learn more about the strategy.

• Sequence of Returns Risk | Charles Schwab

  Be wary of the sequence-of-returns risk if you are nearing retirement age. Learn more about how timing can play a critical role in your retirement savings.

• Limitations and Conflicts | Charles Schwab

  Your brokerage relationship - material limitations and conflicts of interest.