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• What Is Direct Indexing? | Charles Schwab

  Wondering what is direct indexing and is it right for you? Learn more about the features of direct indexing to see if it fits your investing objectives.

• What are Covered Calls & How Do They Work? | Charles Schwab

  What is a covered call and how does it work? Learn how covered calls could help you potentially earn income from stocks you own and more.

• Managing Taxes in Retirement | Charles Schwab

  As you approach and enter your golden years, calculating your tax obligations could be tricky.

• Retirement Income: Required Minimum Distributions | Charles Schwab

  Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).

• Saving for College: Custodial Accounts | Charles Schwab

  Custodial accounts may not offer the tax benefits of 529 plans, but they can be used for expenses that 529 plans don't cover. Learn the benefits and drawbacks.

• How to create a customized watchlist on Schwab Mobile | Charles Schwab

  Create and edit a customized view of your watchlists on the Schwab Mobile app.

• Buying a CD in 5 Easy Steps

  For steady, predictable income that is also FDIC-insured, many investors turn to CDs: certificates of deposit. It's easy to find and purchase a CD that is right for you in just a few quick steps on Schwab.com.

• How to use options chains on Schwab Mobile | Charles Schwab

  Learn how to use options chains to easily view option prices & place option trades on the Schwab Mobile app.

• Your Guide to Bond Taxes | Charles Schwab | Charles Schwab

  Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.