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Planning & Retirement | Charles Schwab
Prepare for financial milestones and events
Learn about costs associated with investing and trading and understand how fees and expenses may affect your investment returns.
Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.
country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...
Stay up to date on commentary related specifically to US markets.
Top investing experts | Read the bios | Charles Schwab
Regularly cited by the media on investing issues, Schwab’s top experts can help clients make better investment decisions. Meet our experts and read their bios.
Gain clarity on required minimum distributions (RMDs) and their impact on your accounts and taxes.
Learn about initial public offerings (IPOs), a way for companies to raise capital from public investors by listing company shares on a stock exchange, allowing public investors to purchase shares of the company's stock.
Discover how the digital tools and features of Schwab.com and the Schwab Mobile app can help you take charge of your financial life.
Learn about an individual retirement account, including how to open an IRA, IRA contribution limits, Roth IRA conversions, Roth vs. Traditional IRA calculators, rollovers, and withdrawals.