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• Potential Long-Term Benefits of Investing HSA Funds | Charles Schwab

  Health savings accounts (HSAs) are for more than just routine medical expenses. Learn how to potentially grow your savings tax-free by investing HSA funds.

• Does Your Portfolio Need Decluttering? | Charles Schwab

  In the spirit of spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio.

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.

• Taking Risk in Moderation | Charles Schwab

  Should you avoid lower-rated investments like high-yield corporate bonds or bank loans? Not necessarily, but understand the risks.

• Automated Investing | Schwab Intelligent Portfolios | Charles Schwab

  Schwab Intelligent Portfolios® is investing made easy. Our robo-advisor builds, monitors, and rebalances a diversified portfolio of exchange-traded funds.

• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• New Contribution and Gifting Limits for 2025 | Charles Schwab

  Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Discover what else is new for contribution and gifting limits in 2025.

• 2025 RMD Reference Guide | Charles Schwab

  What's new with required minimum distributions? We cover the basics here.