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• Tax-smart Strategies | Schwab

  Learn about tax-smart strategies, including when to use tax-advantaged vs. taxable accounts, how to manage taxes on investments, and how to time your retirement withdrawals.

• How Thematic Investing Works | Charles Schwab

  See how we use relevant data, research, and AI to create themes based on emerging trends like renewable energy, AI, and healthcare.

• Schwab Futures and Forex monthly adjusted net capital | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Risk Disclosure Statement for Futures and Options | Charles Schwab

  The risk of loss in trading commodity futures contracts can be substantial. You should, therefore, carefully consider whether such trading is suitable for you in light of your circumstances and financial resources.

• How to sell a bond before maturity | Charles Schwab

  If you need to sell a bond before it's maturity, you can close your position in a few steps starting from your Positions page.Read PDF: How to sell a bond

• IRA Qualified Charitable Distribution | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Mutual Fund Benefits - Diversification at Low Cost | Charles Schwab

  Learn about all the advantages, benefits and considerations of mutual funds.

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• Investing Costs: Mutual funds, ETFs, Stocks | Charles Schwab

  Understand the cost breakdown for investments at Schwab. Discover the transparency of trading ETFs, bonds, options and more with Charles Schwab.

• Schwab Managed Portfolios Asset Allocation | Charles Schwab

  Compare Schwab's asset allocation strategies that are professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds.