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• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit CardsRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• LEAPS Call Options: Stock Alternative? | Charles Schwab

  LEAPS, or long-term equity anticipation securities, are options with expirations longer than nine months. LEAPS calls can be traded as a leveraged stock alternative strategy.

• Calculate the Sharpe Ratio to Gauge Risk | Charles Schwab

  Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

• Trading Options on Spot Bitcoin ETFs | Charles Schwab

  Options trading on bitcoin ETFs opens up new trading possibilities for traders interested in cryptocurrencies.

• Pricing | Account Fees | Charles Schwab

  Here you’ll find Schwab’s pricing, account fees, and commissions. Our new commission-free trading makes trading stocks, ETFs, and options easier than ever.

• When Can You Withdraw From Your 401(k)? A Guide | Charles Schwab

  When can you withdraw from your 401(k)? If you're considering withdrawing funds early, remember the rule of 55. Find out how it works and what you need to know.

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

• Creating a Family Wealth Mission Statement | Charles Schwab

  Lack of communication could harm a family's ability to preserve wealth across generations. Learn how creating a wealth mission statement can help.

• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.

• Learning Quest Account Owner Change Form | Charles Schwab

  Use this form to add or replace a Joint Account Owner on your account. To complete this request, all Account Owners, existing and new must sign in Section 4. A new Account Application is not necessary.