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• Low-Cost Investments and Wealth Management | Charles Schwab

  Schwab offers low-fee brokerage services tailored for your personal financial goals. Learn more about low-cost investments with Schwab.

• Schwab's Market Perspective: On Firmer Ground? | Charles Schwab

  What to expect from the stock and bond markets? Here's Schwab's perspective.

• Investing in Business Development Companies | Charles Schwab

  Business development companies are known for attractive yields—but are they worth the risks? Learn the reasons why BDCs should be approached with caution.

• 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.

• Protective Indexed Annuity II | Charles Schwab

  Protective Indexed Annuity II can help you create a strategy to protect your assets.

• Trading Options on Spot Bitcoin ETFs | Charles Schwab

  Options trading on bitcoin ETFs opens up new trading possibilities for traders interested in cryptocurrencies.

• Inheriting an IRA? Understand Your Choices | Charles Schwab

  Inheriting an IRA can bring a lot of complexities, rules, and choices. Learn ways to manage an inherited IRA to make the most of your inheritance.

• SEP-IRA Employee Instructions | Charles Schwab

  Your employer has established a Schwab SEP-IRA retirement savings plan to help you meet your retirement goals.  Follow these instructions to open your SEP-IRA account.

• Tips for Inflation Protection | Charles Schwab

  Treasury Inflation-Protected Securities (TIPS) are U.S. Treasury bonds designed to keep up with the rate of inflation.

• SIMPLE IRA Employee Q&A | Charles Schwab

  Here are answers to some questions you may have about the SIMPLE IRA.