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• Before and After: Managing Social Security Taxes | Charles Schwab

  Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.

• Schwab Intelligent Portfolios Historical Performance | Charles Schwab

  This interactive tool allows you to see historical returns for a sample of some of the available portfolios.

• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.

• Should You Consider a Roth 401(k)? | Charles Schwab

  With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.

• Options Trading | Charles Schwab

  Explore options trading with Schwab. Trade with our intuitive online platforms and tools, plus receive real-time decision support from options specialists.

• Index & Investment Term Definitions | Charles Schwab

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• Wasmer Schroeder Actively Managed Strategies | Charles Schwab

  With a wide range of actively managed strategies to choose from, Wasmer Schoeder Strategies offers fixed income investing that’s tailored to fit you.

• 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.

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• Schwab Stock Slices S&P 500 list | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit CardsFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare