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• 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.

• Schwab Online Services Agreement | Charles Schwab

  Read the Schwab Online Services Agreement.

• 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.

• 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).

• What Are Futures? | Charles Schwab Futures and Forex

  What are futures? Understand the different types, why trade futures, and comparing futures vs. stocks.

• Invest in Portfolio Solutions - Mutual Funds |Charles Schwab | Charles Schwab

  Choose a mutual fund portfolio solution -which are automatically rebalanced keeping you on track and saving you time.

• Bond Funds and Bond ETFs | Charles Schwab

  Learn about bonds, mutual funds, ETFs, and preferred securities. Discover how to get started investing in them to diversify your portfolio.

• When Interest Rates Rise, What Should You Do with Bonds? | Charles Schwab

  Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?

• Investing in Mutual Funds | Charles Schwab

  Find out what mutual funds are and how they may benefit your financial goals. Use resources from Schwab to start investing in mutual funds today.

• Investment Planning | Sample Scenarios

  Learn more about how Schwab Wealth Advisory helps clients feel confident with investment and tax planning strategies.