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• Inherited IRA Rules & SECURE Act 2.0 Changes | Charles Schwab

  It's important to understand the updated inherited IRA distribution rules tied to the recent change in the SECURE Act, including its latest version, SECURE 2.0.

• IRA Tax Rules to Know and Understand | Charles Schwab

  IRAs may offer tax benefits, but breaking the rules can have consequences. Learn some common IRA tax pitfalls involving contributions, withdrawals, and more.

• Using the Sortino Ratio to Gauge Downside Risk | Charles Schwab

  The Sortino ratio focuses only on the downside risk of a portfolio, which is what short-term investors may want if they've got a short-term goal. The higher the Sortino ratio, the better the risk-adjusted return.

• Cybersecurity Tips for Travelers | Charles Schwab

  Here's how to boost your cybersecurity when you’re away from home.

• Charles Schwab | A Modern Approach to Investing and Retirement Planning | Charles Schwab

  Charles Schwab offers investment products and services, including brokerage and retirement accounts, online trading and more.

• Trading Support | Charles Schwab

  Strategize your next trade with the expertise of Schwab’s team of highly-trained trading specialists who share your passion for trading.

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.

• How Do You Save for Vacations & Travel? | Charles Schwab

  Mark Riepe and Cindy Scott discuss how financial planning can help you save for short-term goals like travel and vacations without adding risk to your long-term financial future.

• Jamie Lotta | Financial Consultant in WA | Charles Schwab

  Jamie Lotta is a Financial Consultant at Charles Schwab serving Bellevue, WA. Request an appointment or contact us today to speak with a financial consultant.

• Managing Taxes in Retirement | Charles Schwab

  As you approach and enter your golden years, calculating your tax obligations could be tricky.