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• How Can Vertical Spreads Help Your Strategy? | Charles Schwab

  Vertical spreads could change your risk profile and margin requirements. Find out how vertical spreads can impact a margin-approved traders' options strategy.

• Paper Trading | Charles Schwab

  Test drive thinkorswim with paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line.

• Fixed Deferred Annuities: Retirement Investment | Charles Schwab

  Get a competitive fixed rate of return and earn tax-deferred interest with fixed annuities. A low-risk way to grow your retirement savings.

• How Higher Income Can Affect Medicare Premiums | Charles Schwab

  Medicare premiums can jump if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

• A Holistic Approach: Do You Need a Wealth Advisor? | Charles Schwab

  Host Mark Riepe is joined by Senior Wealth Advisor Stephanie Shadel to explain holistic wealth management and the importance of understanding clients' personal histories and preferences.

• Coping Amid the Crisis: With Guest Laurie Santos | Charles Schwab

  What can behavioral science teach us about managing the emotional toll of the coronavirus pandemic?

• Advance Estate Planning for a Surviving Spouse | Charles Schwab

  No one is fully prepared for the death of a spouse. Learn steps you can take now to help lessen financial stress for the surviving spouse.

• Why International and Why Now | Charles Schwab

  The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.

• Schwab Intelligent Portfolios® Sweep Program | Charles Schwab

  The portfolios in the Schwab Intelligent Portfolios® program include a cash allocation, which differs depending on the investment strategy selected.