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• 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.

• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• The Team Behind Our Robo Advisor | Charles Schwab

  Your Schwab Intelligent Portfolios® account is much more than just an algorithm. It's an automated portfolio with human oversight. Schwab Intelligent Portfolios was designed to use a combination of people and technology to help make investing more accessible, more efficient and lower cost.

• Update Your Schwab Brokerage Account | Charles Schwab

  Use this form to add an account holder to your Schwab One account.

• Navigating the 'Funky' Market Environment (With Helene Meisler) | Charles Schwab

  Longtime market technician Helene Meisler joins Liz Ann Sonders to explore market trends, sentiment, and volatility, offering insights on the evolving investing landscape.

• The State of Rates and the Bond Market During Uncertainty | Charles Schwab

  Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.

• 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.

• Can the Olympics Teach Us About Our Own Behavior? | Charles Schwab

  Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.

• 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.

• How to set up a recurring payment | Charles Schwab

  Set up a recurring payment using Schwab Bank BillPay®.