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• How to Protect Your Finances as You Age | Charles Schwab

  An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

• 6 Must-Ask Questions: Roth IRA Withdrawals | Charles Schwab

  Putting money away for retirement is critical, but it's just as important to understand the rules for withdrawals. Learn about withdrawals, RMDs, and more.

• Ways to Invest | Charles Schwab

  Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.

• Build a Mutual Fund Portfolio - Personalized Portfolio | Charles Schwab

  Find the funds that best complement your portfolio or create a personalized portfolio of mutual funds with our Personalized Portfolio builder tool.

• How to sell stocks | Charles Schwab

  Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.

• Diversify to Manage Risk | Charles Schwab

  Investing too much in any single sector or asset class can result in major losses when markets are volatile. Listen to one woman's experience.

• Futures Account | Charles Schwab Futures and Forex

  Learn how to get your futures account set up, trade on the industry-leading thinkorswim futures trading platforms, and access premium futures market insights.

• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account to an Inherited IRA account.

• Late-in-Life Marriage: Pros, Cons, and More | Charles Schwab

  Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.

• Limitations and Conflicts | Charles Schwab