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• Mortgage Rate Calculator | Schwab Bank

  Use this online Mortgage Rate Calculator to get a customized mortgage rate quote whether you want to buy a house or refinance your existing home loan.

• What Is a Robo-Advisor? | Charles Schwab

  If it isn't a robot, what is a robo-advisor?

• Required Minimum Distribution | Charles Schwab

  See your total RMD amount, any amount you've already withdrawn, and the remaining amount you must withdraw—all in one place.

• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• Fundamental Analysis | Charles Schwab

  Examine economic and financial factors to estimate a security's value.

• Security Based Loans | Charles Schwab

  Learn more about the different ways you can borrow against your brokerage account and the risks involved.

• Watch Out for the Kiddie Tax | Charles Schwab

  Does your child have unearned income? Make sure you understand Kiddie Tax rules.

• Wasmer Schroeder Bond Ladder Strategies | Charles Schwab

  Wasmer Schroeder Strategies offers both taxable and tax-exempt bond ladder strategies designed to help minimize interest rate volatility.

• What Is Dividend Yield? | Charles Schwab

  Want to know how much cash flow you're getting for every dollar you've invested in a company? For companies that pay dividends, the Dividend Yield can give you an idea how a company's dividend payments relate to its stock price.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.