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• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.

• Backdoor Roth: Is It Right for You? | Charles Schwab

  If your income is too high for a Roth IRA, there's another way in—but it comes with some caveats. Learn more about the backdoor Roth and the tax implications of using one.

• Inflation Reduction Act Summary | Charles Schwab

  What's in Inflation Reduction Act? Our summary discusses how it aims to combat climate change and increase tax revenues. Learn what it could mean for you.

• Micro E-Mini Futures in Earnings Season | Charles Schwab

  Learn the basics of Micro E-mini futures and how they can potentially help retail traders and investors gain flexibility during earnings season.

• Schwab Futures and Forex daily Forex obligation July 2025 | Charles Schwab

  Podcasts Schwab Coaching Schwab NetworkCommentary Planning & Retirement Podcasts Schwab Network About Schwab Why Schwab

• How Futures Margin Works | Charles Schwab

  Learn about futures margin trading and how leverage impacts potential profits and losses.

• What is the VIX and How to Trade VIX ETFs | Charles Schwab

  Want answers to what is the VIX and how to trade VIX ETFs? Learn the basics of the VIX, how to access the VIX through futures contracts, and more.

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

• How to find my tax documents on Schwab Mobile | Charles Schwab

  Follow these instructions to access tax documents on Schwab Mobile Read PDF: Access tax documents on mobile