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• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.

• Trading a Smaller Account | 1-27-25 | Charles Schwab

  We demonstrated how to calculate the net gain & the return on risk on a short put vertical example trade that had hit the exit target that had been set when the trade was placed.

• What to Know About Trading Futures Options | Charles Schwab

  When trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks.

• Recent Market Volatility & the Role of Fixed Income | Charles Schwab

  Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.

• What Are Leveraged & Inverse ETFs & ETNs & How Do They Work? | Charles Schwab

  Learn about the complexities of leveraged and inverse exchange-traded products (ETPs) and their potential risks and benefits.

• Schwab Futures and Forex daily segregated requirements April 2025 | Charles Schwab

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment Management

• ThomasPartners - Dividend Investing | Charles Schwab

  Income every month, annual income growth, and competitive total returns over time-the three goals of ThomasPartners. Learn more about dividend growth.

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

  APP32476-19

• How to access statements on Schwab Mobile | Charles Schwab

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment Management