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• Personal Defined Benefit Plan: Charles Schwab: FAQs | Charles Schwab

  Is a Personal Defined Benefit Plan the right retirement solution for you and your small business? Find out the facts.

• 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.

• Fiduciary Acknowledgment Disclosure | Charles Schwab

  Specific ERISA considerations for Retirement Investors and Retirement Accounts

• Plan and Invest with a Professional Advisor | Charles Schwab

  Your Schwab Financial Consultant will help you understand where your money is invested, how your investments perform and offer guidance based on your needs.

• How to check my positions | Charles Schwab

  Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends.

• Mutual Fund Benefits - Diversification at Low Cost | Charles Schwab

  Learn about all the advantages, benefits and considerations of mutual funds.

• Schwab Bank Designated Beneficiary Plan Application | Charles Schwab

  FDIC FDIC-Insured - Backed by the full faith and credit of the U.S. Government.

• How to Start Investing on Your Own | Charles Schwab

  Investing can seem overwhelming. But you can begin by following these simple steps. Find out more from Schwab.

• Cash Features Program Disclosure Statement | Charles Schwab

  Summary of changes to Schwab's Cash Features Program. If you have any questions or need more information about the cash features described in this Disclosure Statement, please call us at 1-800-435-4000.

• Estate Planning Attorney | Charles Schwab

  Get tips on how to find an experienced estate planning attorney, the right questions to ask, and how to prepare ahead of time.