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• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.

• 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?

• Estate Planning Taxes | Charles Schwab

  See four things you can do now to preserve more of your assets for your heirs in the future.

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• 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.

• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.

• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• 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.

• Robo-Advisors: An Intelligent Way to Invest | Charles Schwab

  Learn more about building a diversified investment portfolio—and how a robo-advisor can help.

• IRA Beneficiary Form | Charles Schwab

  This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account.