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• Financial Planning Tools & Calculators | Charles Schwab

  Schwab's financial planning tools can help you get the answers you need to your investing questions covering everything from how much you need to retire comfortably, to tuition savings goals, and more.

• The Big Impact of Small Changes | Charles Schwab

  It's not always about life-changing decisions—sometimes small changes can make a big impact.

• Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab

  Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.

• Tax and Estate Planning | Sample Scenarios

  See how Schwab Wealth Advisory helps clients achieve success with tax and estate planning.

• Trade order routing process | Charles Schwab

  Schwab regularly and rigorously monitors execution quality among competing market venues and looks for opportunities to adjust order routing based on performance trends, technological advances, and other competitive developments.

• Markets React to a New Administration | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.

• Schwab Online Services Agreement | Charles Schwab

  Read the Schwab Online Services Agreement.

• IRA Calculators | Open an IRA | Charles Schwab

  Use our IRA calculators to get the IRA numbers you need. Compare IRAs, get Roth conversion details, and estimate Required Minimum Distributions (RMDs).

• Futures Info Guide – Hedging with Futures | Charles Schwab

  This is a guide about the concept of hedging in a futures trading context.