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• Shelby Bullion | Financial Consultant in CA | Charles Schwab

  Shelby Bullion is a Financial Consultant at Charles Schwab serving Menlo Park, CA. Request an appointment or contact us today to speak with a financial consultant.

• Michael Oserow | Financial Consultant in CO | Charles Schwab

  Michael Oserow is a Financial Consultant at Charles Schwab serving Lone Tree, CO. Request an appointment or contact us today to speak with a financial consultant.

• Kevin Miller | Financial Consultant in CA | Charles Schwab

  Kevin Miller is a Financial Consultant at Charles Schwab serving Encino, CA. Request an appointment or contact us today to speak with a financial consultant.

• Should You Consider a Roth 401(k)? | Charles Schwab

  With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Three Ways to Get Out of Debt | Charles Schwab

  Trying to get out of debt can feel overwhelming, but it is possible. Learn three potential strategies you can use to pay off debt.

• A Look at Hard vs. Soft Data | Charles Schwab

  Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.

• Potential Long-Term Benefits of Investing HSA Funds | Charles Schwab

  Health savings accounts (HSAs) are for more than just routine medical expenses. Learn how to potentially grow your savings tax-free by investing HSA funds.

• What is Thematic Investing? | Charles Schwab

  From AI to green energy to the space economy, thematic investing makes it easier to invest in ideas and trends. Learn more about thematic investing.

• Equity Compensation—It's Not Just Fun Money | Charles Schwab

  When your employer grants you shares of stock, it can feel like a bonus. But it's more than fun money; it's a chance to build your financial future if you manage it right.