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• Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab

  Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.

• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• How to transfer securities between accounts | Charles Schwab

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

• Education Savings Account (ESA) Designated Beneficiary/Authorized Person LOA Form | Charles Schwab

  This form allows you to: request a transfer of ownership to a previously named Successor Designated Beneficiary; name or update the SDB to the existing ESA account; name a successor Authorized Person to act in the event of the incapacitation, death or resignation of the current Authorized Person.

• ETFs: Expense Ratios and Other Costs | Charles Schwab

  ETFs have expense ratios for managing the fund and trading costs, like commissions, bid/ask spreads, and discounts and premiums to NAV.

• How to use Fund Finder | Charles Schwab

  Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.

• What is a 401(k) and How Does It Work? | Charles Schwab

  What is a 401(k)? How does a 401(k) work? Learn how these retirement plans work and get answers to questions on contribution limits, distributions, and more.

• How to Set Up thinkorswim® for Stock Trading | Charles Schwab

  In this tutorial, we'll demonstrate ways to set up the thinkorswim® desktop platform for stock trading.

• Soft vs. Hard Divide Persists | Charles Schwab

  There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

• Schwab Global Account™ and Schwab One® Brokerage Account Combination Application | Charles Schwab

  Use this application to open a new Schwab One Brokerage Account and an associated Schwab Global Account.