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• 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.

• Certification for Late Rollover Contributions | Charles Schwab

  Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for one of the reasons listed in Section 3.

• Market Volatility | Charles Schwab

  Find guidance on how to respond to short-term volatility or longer market downturns.

• Government Policy | Charles Schwab

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

• Compare Our Intelligent Solutions | Charles Schwab

  Automated investing plus human help when you need it. Discover which solution is right for you.

• Kids & Money: Making It Real in a Digital World | Charles Schwab

  With kids so comfortable online, parents have an opportunity to use the digital world to help teach their kids traditional money skills. Here's how.

• 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.

• Debt Management | Charles Schwab

  Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Restricted Stock | Charles Schwab

  Learn about restricted stock units (RSUs) and restricted stock awards (RSAs), a form of equity compensation that awards shares of company stock.