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• The Most Important Ages of Retirement | Charles Schwab

  Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

• Roth vs. Traditional IRA Calculator | Charles Schwab

  Use our Roth vs. Traditional IRA Calculator to see which retirement account is right for you and how much you can contribute annually.

• Roth IRA Conversion Form and Account Application | Charles Schwab

  A Roth conversion refers to the movement of assets from a Traditional (Contributory, Rollover, SEP-IRA or SIMPLE IRA) to a Roth IRA.

• Self-Directed Investing | Charles Schwab

  Self-directed investing lets you trade securities on your own with total control. Invest with a self-directed brokerage account.

• How to automatically invest in mutual funds | Charles Schwab

  Discover how to automatically invest in mutual funds with Schwab to make recurring investments quick and easy.

• Should You Pay Off a Mortgage Before You Retire? | Charles Schwab

  Whether it makes financial sense to pay off your mortgage before you retire depends on your individual situation. Here are some things to consider.

• Aligning Your Options with Implied Volatility | Charles Schwab

  Learn the difference between implied volatility (IV) and historical volatility (HV) and how to align your options strategy with the right volatility exposure.

• Creating a Family Wealth Mission Statement | Charles Schwab

  Lack of communication could harm a family's ability to preserve wealth across generations. Learn how creating a wealth mission statement can help.

• Power of Long-Term Compound Interest Investments | Charles Schwab

  Compound interest investments can potentially drive returns over a long period, but there are a few things to consider. Here's what to know.

• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.