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• Mutual Fund Benefits - Diversification at Low Cost | Charles Schwab

  Learn about all the advantages, benefits and considerations of mutual funds.

• Schwab Managed Portfolios Asset Allocation | Charles Schwab

  Compare Schwab's asset allocation strategies that are professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds.

• Inherited IRA Distribution Rules | Charles Schwab

  Unlike transferred IRAs, Inherited IRA rules require you to take annual distributions no matter your age. Explore more about Inherited IRA distribution rules.

• Financial Planning Tools & Calculators | Charles Schwab

  Schwab's financial planning tools can help you get the answers you need to your investing questions covering everything from how much you need to retire comfortably, to tuition savings goals, and more.

• Traditional IRA Withdrawal Rules | Charles Schwab

  Traditional IRA withdrawals may come with additional fees or penalties depending on your age. Learn more about traditional IRA withdrawal rules.

• Introduction to Options | Charles Schwab

  Interested in learning about trading options but not sure where to start? Here's what you need to know about options trading.

• Options Contracts | Charles Schwab

  Learn the fundamentals of put options, call options, and much more about options contracts.

• How to build a mutual fund or ETF portfolio | Charles Schwab

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• Planning for Diminished Capacity | Charles Schwab

  Learn more about the preparation process to help you and your family should you ever have diminished financial capacity.

• Financial Exploitation Checklist | Charles Schwab

  Use this checklist to raise awareness and educate yourself, your family, and community members.