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• Tax-smart Strategies | Schwab

  Learn about tax-smart strategies, including when to use tax-advantaged vs. taxable accounts, how to manage taxes on investments, and how to time your retirement withdrawals.

• Schwab Futures and Forex monthly segregated requirements | Charles Schwab

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment ManagementRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Investing Costs: Mutual funds, ETFs, Stocks | Charles Schwab

  Understand the cost breakdown for investments at Schwab. Discover the transparency of trading ETFs, bonds, options and more with Charles Schwab.

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

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

• How Thematic Investing Works | Charles Schwab

  See how we use relevant data, research, and AI to create themes based on emerging trends like renewable energy, AI, and healthcare.

• Types of ETFs: Choosing ETFs for Your Portfolio | Charles Schwab | Charles Schwab

  Discover the many types of ETFs and learn which may be suited for your financial needs, goals, and portfolio diversification.

• Schwab Futures and Forex monthly adjusted net capital | Charles Schwab

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment ManagementRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Risk Disclosure Statement for Futures and Options | Charles Schwab

  The risk of loss in trading commodity futures contracts can be substantial. You should, therefore, carefully consider whether such trading is suitable for you in light of your circumstances and financial resources.

• IRA Qualified Charitable Distribution | Charles Schwab

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment ManagementRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Pricing Guide for Individual Investors | Charles Schwab

  Pricing Guide for Individual Investors | Charles Schwab