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• Government Policy | Charles Schwab

  Understand how policy decisions coming out of Washington may impact financial markets and your investments.

• Retirement Income | Charles Schwab

  Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.

• Trust, Estate & Charitable Accounts | Charles Schwab

  Schwab can help with estate planning—whether it's consolidating assets, buying and selling securities, or managing cash flow to cover expenses and pay taxes.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• Selecting Investments - Fixed Income | Charles Schwab

  Learn how to decide which fixed income investment best fits your need. Explore the steps to help build your fixed income portfolio.

• Trade Stocks | Charles Schwab

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

• Contribution Transmittal Form | Charles Schwab

  Use this form when making contributions to employee (a.k.a. participant)—including business owner—accounts.

• What Is a Robo-Advisor? | Charles Schwab

  If it isn't a robot, what is a robo-advisor?

• Investment Products – Blended Strategy | Charles Schwab

  Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.

• Tax-time Resources | Schwab

  Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.