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• Are Preferred Securities Still Attractive? | Charles Schwab

  The higher yields preferred securities currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

• Theta Decay in Options Trading: Strategies to Know | Charles Schwab

  Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Pacific Odyssey® Advantage Variable Annuity | Charles Schwab

  Learn how the Pacific Odyssey® Advantage Variable Annuity can help you generate steady retirement income while you continue to invest your retirement savings.

• Trading Education at Schwab | Charles Schwab

  Education is crucial, and Schwab's Lorraine Gavican-Kerr, managing director of trader education, knows traders can learn new skills, mechanics, and risk management strategies for trading.

• Bonds vs. Bond Funds: How Do you Choose? | Charles Schwab

  Not sure whether to choose bonds or bond funds? Learn the key factors to consider, including your investment goals, time horizon, and risk tolerance.

• Add Account Holder to Schwab One® Brokerage Account and Associated Schwab Global Account™ | Charles Schwab

  Please complete this form to add an additional account holder to your existing Schwab One brokerage account, your associated Schwab Global Account, and, if applicable, your linked Schwab Bank Investor Checking™ account.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• Schwab Genesis Variable Annuity | Charles Schwab

  Take charge of your retirement with more investment choices, guaranteed income, and protection for your beneficiaries. Learn about the Schwab Genesis Variable Annuity.

• Qualified Retirement Plan (QRP)/Keogh or Individual 401(k) Required Minimum Distribution Request Form | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your QRP/Keogh or Individual 401(k) account.