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• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• Trustee and Custodial Agreement | Charles Schwab

• Schwab Money Funds | Charles Schwab

  Mutual funds designed to offer investors stability of capital, liquidity and current income.

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• How to Prioritize Your Finances | Charles Schwab

  Everyone has different financial goals, but there are a few many of us share. In this video, we look to help you decide how to prioritize your goals to stay financially healthy.

• Creatures of Habit: With Guests Wendy Wood, Angela Duckworth & Stephan Kesting | Charles Schwab

  Small repeated behaviors can have an outsize impact on your success, health, and happiness.

• Schwab Individual 401(k) | Charles Schwab

  Learn how you could make substantial contributions toward your retirement with an Individual 401(k) plan.

• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?

• Wasmer Schroeder Bond Ladder Strategies | Charles Schwab

  Wasmer Schroeder Strategies offers both taxable and tax-exempt bond ladder strategies designed to help minimize interest rate volatility.