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• Plan and Invest with a Professional Advisor | Charles Schwab

  Your Schwab Financial Consultant will help you understand where your money is invested, how your investments perform and offer guidance based on your needs.

• Traditional IRA Withdrawal Rules | Charles Schwab

  Traditional IRA withdrawals may come with additional fees or penalties depending on your age. Learn more about traditional IRA withdrawal rules.

• Pricing Guide for Individual Investors | Charles Schwab

  Pricing Guide for Individual Investors | Charles Schwab

• Investment Professionals' Compensation | Charles Schwab

  How We Compensate Our Investment Professionals.

• Financial Exploitation Checklist | Charles Schwab

  Use this checklist to raise awareness and educate yourself, your family, and community members.

• Saving for College | Charles Schwab

  Learn about college planning basics, compare savings plans, discover funding options, and use our College Savings Calculator.

• Your Guide to Choosing a Financial Caregiver | Charles Schwab

  Whether you're thinking of asking a relative or a close friend, let's examine how and why to choose a financial caregiver.

• How to build a mutual fund or ETF portfolio | Charles Schwab

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• Currency ETFs | Charles Schwab

  Ready to diversify your investment portfolio? Learn about currency ETFs and the potential benefits of including them in your portfolio.

• Schwab Investment Income Summary | Charles Schwab

  Schwab Investment Income Summary gives you a clear, accurate picture of your received and estimated dividends and investment income to help you with planning.