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• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• Schwab Advisor Network - Local Investment Advisors | Charles Schwab

  Let Schwab refer you to a local independent investment advisor through Schwab Advisor Network. Experienced advisors can offer you specialized guidance for your wealth management needs.

• How to set up a recurring payment | Charles Schwab

• How to Buy Bonds: A 3-Step Guide | Charles Schwab

  Wondering how to buy bonds? The bonds you choose should align with your risk tolerance and goals. Discover what to consider before buying any bond.

• Tips for Inflation Protection | Charles Schwab

  Treasury Inflation-Protected Securities (TIPS) are U.S. Treasury bonds designed to keep up with the rate of inflation.

• SEP-IRA Employee Instructions | Charles Schwab

  Your employer has established a Schwab SEP-IRA retirement savings plan to help you meet your retirement goals.  Follow these instructions to open your SEP-IRA account.

• Protective Indexed Annuity II | Charles Schwab

  Protective Indexed Annuity II can help you create a strategy to protect your assets.

• Megan Lee | Financial Consultant in CA | Charles Schwab

  Megan Lee is a Financial Consultant at Charles Schwab serving San Ramon, CA. Request an appointment or contact us today to speak with a financial consultant.

• Anny Chien | Financial Consultant in CA | Charles Schwab

  Anny Chien is a Financial Consultant at Charles Schwab serving Irvine, CA. Request an appointment or contact us today to speak with a financial consultant.

• Chad Agnew | Financial Consultant in IL | Charles Schwab

  Chad Agnew is a Financial Consultant at Charles Schwab serving Oak Brook, IL. Request an appointment or contact us today to speak with a financial consultant.