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• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• 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.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• Soft vs. Hard Divide Persists | Charles Schwab

  There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

• Taking Risk in Moderation | Charles Schwab

  Should you avoid lower-rated investments like high-yield corporate bonds or bank loans? Not necessarily, but understand the risks.

• Estate Planning Checklist | Charles Schwab

  See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

• Bond Laddering - Bond Strategy | Charles Schwab

  Bond ladders can help reduce portfolio risk and provide a steady income. Learn how they work, how they are built, and see how Schwab’s new tool can help.

• Are Municipal Bonds Tax Free? | Charles Schwab

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

• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• Charles Schwab Futures & Forex LLC FDM-Specific Disclosure Document | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education