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• Schwab Wealth Advisory - Wealth Management | Charles Schwab

  Schwab Wealth Advisory provides you with a personalized approach to wealth management and wealth planning with you at the center.

• Retirement Solutions Hub | Charles Schwab | Charles Schwab

  Understanding how much to save for retirement and how to make your savings last can be complicated. We believe planning for retirement should be simple. Find out how our products, services, tools, and insights can help you get the retirement you want.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• How to Stay on Top of Your Retirement Savings | Charles Schwab

  Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

• Fixed Indexed Annuity Rates | Charles Schwab

  Compare rates for fixed indexed annuities offed by Schwab.

• Mega-Cap Rollercoasters: Basics of Single-Stock ETFs | Charles Schwab

  Single-stock ETFs are now available, but these funds pose unique risks and aren't for everyone. Here are a few basics.

• How to Calculate Financing Rates on Forex Trades | Charles Schwab

  When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.

• How to Plan Ahead for Taxes in Retirement | Charles Schwab

  Selecting tax-smart accounts may help your retirement savings last longer. Learn about tax-deferred accounts, Roth accounts, taxable accounts, and HSAs.

• Margin Trading: The Starter Guide | Charles Schwab

  There are different types of margin trading for stocks, options, futures, and forex. Read more to learn about their unique risks and benefits.

• Trading Options During Earnings Season | Charles Schwab

  Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.