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• Frequently Asked Questions - Asset Transfer | Charles Schwab

  In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.

• A Lump Sum vs. an Annuity: How to Decide | Charles Schwab

  Deciding between a lump sum vs. an annuity to see which makes sense for you? Learn how factors like life expectancy, family, and income can help you decide.

• Retiring Early: Can You Afford It? | Charles Schwab

  Facing an unexpected early retirement? Here’s how to figure out how your budget and savings would be affected.

• Compare Platforms | Charles Schwab

  Compare the unique features of the thinkorswim® suite—and other trading platforms at Schwab—to discover how each fit with your strategy.

• Trading Brilliantly at Schwab | Charles Schwab

  Pattern recognition and stress management are big components of trading. James Kostulias, Schwab's head of trading services, weighs in on areas traders may focus on.

• ETF Selection Process | Charles Schwab

  ETFs are the building blocks of Schwab Intelligent Portfolios. View Exchange-Traded Funds available through SIP.

• Certificate of Deposit | Charles Schwab

  A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.

• Schwab's Financial and Other Relationships with Mutual Funds | Charles Schwab

  This information may help you identify and evaluate any potential conflicts of interest that Schwab may have when you purchase a mutual fund or ETF through your Schwab account.

• Understanding the Wash Sale Rule | Charles Schwab

  Not sure if you made any wash sales last year? Watch to learn about wash sales and how to report them.

• How Futures Margin Works | Charles Schwab

  Learn about futures margin trading and how leverage impacts potential profits and losses.