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• sls48482.pdf

  expense distribution per year up to the lesser of $1000 or the vested account balance minus $1000. 3 Traditional IRA: Withdrawals prior to age 59½ may be subject to a 10% federal tax penalty. This information...

• 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.

• Government Policy | Charles Schwab

  Understand how policy decisions coming out of Washington may impact financial markets and your investments.

• Behavioral Finance | Charles Schwab

  Discover how psychological influences and biases may affect your financial behavior.

• Markets and Economy | Charles Schwab

  Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

• Equity Compensation | Charles Schwab

  Learn about restricted stock, stock options, and employee stock purchase plans—all of which are types of non-cash compensation that companies offer employees to allow them to partake in ownership of their firm.

• Fundamental Analysis | Charles Schwab

  Examine economic and financial factors to estimate a security's value.

• Planning & Retirement | Charles Schwab

  Prepare for financial milestones and events

• 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.