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• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• Limitations and Conflicts | Charles Schwab

  Your brokerage relationship - material limitations and conflicts of interest.

• Cash Investments – Sweeps, CDs, Money Market Funds & More | Charles Schwab

  Cash can play different roles based on your financial strategy. Our solutions fall under two categories: savings and investment cash and everyday cash.

• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• Put vs. Call Option: The Basic Differences | Charles Schwab

  Learn the differences between a put vs. call option strategy and how options-approved traders can apply these fundamental options strategies to their trades.

• How Can You Preserve Your Assets for Your Heirs? | Charles Schwab

  Austin Jarvis speaks with Mark Riepe about the complications of estate taxes—and what you can do if the estate tax exemptions change in 2026.

• Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab

  Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.

• 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.

• American Express Platinum Card® for Schwab | Charles Schwab

  Enjoy unique cards with premium rewards, services, and experiences from American Express. Designed exclusively for Schwab investors.

• https://www.schwab.com/public/file/P-13264645