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• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Theta Decay in Options Trading: Strategies to Know | Charles Schwab

  Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• Bonds vs. Bond Funds: Which is Right for You? | Charles Schwab

  Not sure which to choose? There are pros and cons to each. Here are some things to consider about individual bonds versus bond funds.

• Trading Education at Schwab | Charles Schwab

  Education is crucial, and Schwab's Lorraine Gavican-Kerr, managing director of trader education, knows traders can learn new skills, mechanics, and risk management strategies for trading.

• Education Savings Account (ESA) Application | Charles Schwab

  By signing this Application, you hereby adopt the Education Savings Account Plan that names Charles Schwab & Co., Inc. as custodian of this account, as further explained in the Charles Schwab & Co., Inc. Education Savings Account Plan.

• Pacific Odyssey® Advantage Variable Annuity | Charles Schwab

  Learn how the Pacific Odyssey® Advantage Variable Annuity can help you generate steady retirement income while you continue to invest your retirement savings.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Learn how to use the hypothetical gain or loss feature within custom watchlists to help guide your future investment decisions.

• Schwab Global Account™ and Schwab One® Brokerage Account Combination Application | Charles Schwab

  Use this application to open a new Schwab One Brokerage Account and an associated Schwab Global Account.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.