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• Schwab Intelligent Income™ | Automated withdrawals | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.

• Fed Interest Rates: Steady | Charles Schwab

  Where are Fed interest rates headed? Here's the latest from the Federal Reserve's most recent FOMC meeting, and where Schwab experts believe policy is headed.

• Meet the Options Greeks | Charles Schwab

  Meet some of the most important greeks—delta, gamma, theta, vega, and rho—and see how they can be used in your options trading.

• Roth IRA vs. Traditional IRA: Differences and Rules | Charles Schwab

  Compare a Traditional IRA vs Roth IRA to see which fits your financial situation. Get insights on tax implications and withdrawal rules.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Schwab Center for Financial Research | Charles Schwab

  The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• How to transfer an account to Schwab | Charles Schwab

  Learn to transfer an account to Schwab in just three simple steps. Transfer your stocks, mutual funds and more.

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

• Schwab Intelligent Portfolios® Sweep Program | Charles Schwab

  The portfolios in the Schwab Intelligent Portfolios® program include a cash allocation, which differs depending on the investment strategy selected.