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• Schwab Plantation Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Plantation, FL branch. Contact or visit us today.

• Schwab Bloomington Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Bloomington, IN independent branch. Contact or visit us today.

• Schwab Clermont Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Clermont, FL independent branch. Contact or visit us today.

• Schwab Carmel Valley Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Carmel, CA branch. Contact or visit us today.

• Schwab Brentwood LA Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Los Angeles, CA branch. Contact or visit us today.

• Schwab La Jolla Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's La Jolla, CA branch. Contact or visit us today.

• Schwab Prescott - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Prescott, AZ branch. Request an appointment on Schwab.com

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• Market Downturn: Three Ways to Short the Market | Charles Schwab

  Investors seeking to profit from a market downturn or looking for portfolio protection have several short-selling alternatives they might consider. Here are three of them.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.