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• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• Fixed Income Mid-Year Outlook (2025) | Charles Schwab

  Volatility will likely continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt and economic uncertainty.

• Inherited IRA Rules & SECURE Act 2.0 Changes | Charles Schwab

  It's important to understand the updated inherited IRA distribution rules tied to the recent change in the SECURE Act, including its latest version, SECURE 2.0.

• Move Assets from My Schwab Brokerage Account | Charles Schwab

  Please use this form to move (or transfer) cash and/or assets from your Schwab brokerage account to another Schwab brokerage account(s).

• Schwab Brokerage Account Markets and Pricing | Charles Schwab

  Schwab brokerage accounts allow online trading of internationally invested exchange-traded funds (ETFs), American Depositary Receipts (ADRs), and foreign stocks in the over-the-counter market.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• Learning Quest 529 Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• 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.

• Schwab Personal Defined Benefit Plan Information Guide | Charles Schwab

  Take advantage of this opportunity to preserve your wealth for the future.