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• Income Annuity Estimator: Calculate Your Payout | Charles Schwab

  Income annuities can provide the confidence that you will have guaranteed retirement income for life or a set period of time*.

• How to use auto-rollover when investing in Fixed Income | Charles Schwab

  Automatically reinvest the principal on your maturing CDs and U.S. Treasury securities in just a few clicks.Explore Fixed Income

• Investing in ADRs, Foreign Ordinaries, & Canadian Stocks | Charles Schwab

  ADRs (American Depository Receipts), foreign ordinaries and Canadian stocks allow you to invest in foreign companies. Explore ADRs and other options.

• Swimming with Sharks | Charles Schwab

  News reports sometimes make it seem as if danger lurks around every corner. And while there's no doubt that risk is a part of life, do we worry more than we should?

• Planning for Diminished Capacity | Charles Schwab

  Learn more about the preparation process to help you and your family should you ever have diminished financial capacity.

• Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab

  Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.

• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.

• Reminiscences of a Strategist | Charles Schwab

  It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

• How to transfer securities between accounts | Charles Schwab

  Move or gift assets from one Schwab brokerage account to another Schwab brokerage account.

• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.