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• How to invest in sector- or industry-specific stocks | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabFinancial Planning Offering How Much You Need to Retire Planning Calculators Complimentary

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule....

• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting....

• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare....

• Living in Retirement | Charles Schwab

  Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more...

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• How to Combine 401ks & Retirement Accounts | Charles Schwab

  Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings....

• Aging Parents? 5 Money Topics to Discuss | Charles Schwab

  Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents....

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

  Contact UsPlans800-724-7526 More ways to contact SchwabFinancial Planning Offering How Much You Need to Retire Planning Calculators Complimentary