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• Schwab Managed Portfolios - Portfolio Diversification | Charles Schwab

  Schwab offers professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds. Compare our model portfolios to learn more.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Schwab Dawsonville Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Dawsonville, GA independent branch. Contact or visit us today.

• Schwab Augusta GA Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Augusta, GA independent branch. Contact or visit us today.

• Schwab The Villages Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's The Villages, FL branch. Contact or visit us today.

• Schwab Appleton Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Appleton, WI branch. Contact or visit us today.

• Schwab Columbia Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Irmo, SC independent branch. Contact or visit us today.

• Schwab Columbia - Northeast Columbia Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Columbia, SC independent branch. Contact or visit us today.

• Schwab Columbia, MD - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Columbia, MD branch. Request an appointment on Schwab.com

• Schwab Edina - Galleria Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Edina, MN branch. Contact or visit us today.