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• Markets React to a New Administration | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.

• Schwab Futures and Forex daily segregated requirements December 2024 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Individual 401(k) Account Application | Charles Schwab

  If this is an initial employer adoption of a Schwab Individual 401(k), you must also include your completed, signed and dated Individual 401(k) adoption Agreement.

• Beyond Nvidia: How the AI Picture Could Evolve for Investors | Charles Schwab

  Almost every industry could ultimately incorporate AI, leaving a puzzle for investors seeking exposure. Using the internet as an example may provide some breadcrumbs.

• How to create a watchlist | Charles Schwab

  Custom watchlists can be a helpful research tool if you are interested in researching or tracking groups of securities.

• Can the Olympics Teach Us About Our Own Behavior? | Charles Schwab

  Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.

• What Should Your Advisor Know About You? | Charles Schwab

  How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.

• PCRA Getting Started | Charles Schwab

  You can learn more at schwab.com/schwabsafe. Onscreen text: Chapter 4 How to go Mobile A man with a gray beard and holding a coffee walks down a street, smiling down...activity that he is viewing via the mobile app. Narrator: A lot of what you can do on your desktop, you can do on your mobile devices. Download the Schwab Mobile App, available through the Google...recommendation by Schwab to buy or sell a particular security.  Requires a wireless signal or mobile connection. Access to Electronic Services may be limited or unavailable during periods of peak demand...

• 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.

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.