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• ETFs vs. Mutual Funds – What’s the Difference? | Charles Schwab

  They’re often misunderstood but ETFs and mutual funds can both have a positive impact on your financial portfolio. Get a balanced perspective with help from the experts at Schwab.

• How to see Schwab's Portfolio Builder

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.

• Schwab Futures and Forex daily Forex obligation January 2025 | Charles Schwab

• Get ready to build your financial plan with a CERTIFIED FINANCIAL PLANNER™ professional | Charles Schwab

  Review the checklist below to make the most of our planning tool and your appointment with a CFP® professional to develop a smarter, more informed financial plan.

• Charles Schwab Futures & Forex LLC FDM-Specific Disclosure Document | Charles Schwab

• Charles Schwab Futures and Forex LLC FCM-Specific Disclosure Document | Charles Schwab

• What are Buffer ETFs? | Charles Schwab

  Product overview and description of Buffer ETFs

• Charles Schwab Bank Pricing Guide | Charles Schwab

• Types of mutual funds | Charles Schwab

  Learn about the types of mutual funds to choose from and how to choose.