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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.

• 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.

• Charles Schwab Bank Pricing Guide | Charles Schwab

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

• Inherited IRA Distribution Calculator: Plan for Your Future | Charles Schwab

  Explore your financial plan as an inherited IRA beneficiary with Schwab's inherited IRA distribution rules calculator. Calculate the required distributions of an inherited IRA.

• Add Options Trading and Margin to Your Account | Charles Schwab

  Complete Sections 1 through 4. For Organization accounts, you must complete Section 5 as well. See Section 6 for instructions on returning your completed form.

• Trade Options | Charles Schwab

  Ready to start your options trading journey? Follow these steps to trade options at Schwab.

• 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.

• Schwab Futures and Forex daily segregated requirements January 2025 | Charles Schwab

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

• 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.

• Are Municipal Bonds Tax Free? | Charles Schwab

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