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• Privacy Overview - Privacy Center | Charles Schwab

  Learn how Schwab protects your personal information through the Privacy Center. Read about our privacy practices and notices.

• Your Guide to Bond Taxes | Charles Schwab | Charles Schwab

  Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.

• Schwab Digital Features

  Discover how the digital tools and features of Schwab.com and the Schwab Mobile app can help you take charge of your financial life.

• Schwab Bank Investor Checking™ Trust Account Application for Existing Schwab One® Trust Account Holders

  APP32476-19

• mkt89014-00.pdf

  needs; if you seek to outperform the broader market, you will likely be looking at actively managed funds. For actively managed funds, look at the benchmark against which a fund compares its performance...market downturns as compared to actively managed funds, which provide managers the ability to react to market shifts. Another variable when considering actively managed funds is quantitative vs....limited buying and selling activity, are generally more tax-efficient than actively managed funds (although some actively managed funds are specifically managed to minimize taxes). Another measure...

• What is an IRA? | Open an Individual Retirement Account | Charles Schwab

  An Individual Retirement Account, or IRA, can help you reach your retirement goals. Learn what an IRA is and which IRA type may best help you save on taxes.

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

• Money Market Funds | Charles Schwab

  Make your cash go further with a Schwab money fund. Choose from Schwab’s suite of high-yield cash management solutions.

• Saving for Retirement | Charles Schwab

  Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more

• Wasmer Schroeder Bond Ladder Strategies | Charles Schwab

  Wasmer Schroeder Strategies offers both taxable and tax-exempt bond ladder strategies designed to help minimize interest rate volatility.