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• What Should You Know About Annuities? | Charles Schwab

  A basic overview of annuities and how they can fit into an investor's retirement plan—with Rob Williams, a managing director and Retirement Income Certified Professional at Schwab....

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• How Do Muni Bond Credit Ratings Work? | Charles Schwab

  Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated....

• How Much Car Can I Afford? 5 Things to Consider | Charles Schwab

  Wondering how much car you can afford? Here's what to consider before signing on the line—starting with your monthly payment and how it fits into your budget....

• Special Needs Trusts: What to Know | Charles Schwab

  needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support....

• Three Things to Know About the Wheel Strategy | Charles Schwab

  Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated....

• ETFs and Taxes: What You Need to Know | Charles Schwab

  ETFs can have different tax implications depending on how they're structured and how long you've held the ETF. Learn more about ETFs and taxes to help avoid unpleasant surprises....

• Leveraging Your Home Equity in Retirement | Charles Schwab

  have several options for using home equity to assist their finances. Learn how you can leverage your home’s value to support your retirement....

• How to Handle Margin Calls | Charles Schwab

  Watch to learn what to do if you get a margin call and how to potentially avoid them.

• Charles Schwab Cards from American Express

  New exclusive American Express cards are now available to Schwab brokerage account holders.