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• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• Contact Us | Customer Service | Charles Schwab

  If you're looking for assistance with your Schwab account, please contact Charles Schwab customer service. We're happy to help anytime.

• Move Assets from My Schwab Brokerage Account | Charles Schwab

  Please use this form to move (or transfer) cash and/or assets from your Schwab brokerage account to another Schwab brokerage account(s).

• Schwab Brokerage Account Markets and Pricing | Charles Schwab

  Schwab brokerage accounts allow online trading of internationally invested exchange-traded funds (ETFs), American Depositary Receipts (ADRs), and foreign stocks in the over-the-counter market.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Roth vs. Traditional IRA Calculator | Charles Schwab

  Use our Roth vs. Traditional IRA Calculator to see which retirement account is right for you and how much you can contribute annually.

• How to use auto-rollover when investing in Fixed Income | Charles Schwab

  Checking Savings Home Loans & Rates Pledged Asset Line Credit Cards401(k) Rollover Individual Retirement Accounts (IRAs) Schwab Bank Checking Small Business Retirement See More Accounts...Account Protection SIPC® FDIC Insurance FINRA's Broker Check Bank Client Complaints Client Relationship Summaries...

• TIPS and Inflation | Charles Schwab

  Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

• Learning Quest 529 Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• Demystifying Your Medicare Options for Retirement | Charles Schwab

  Retirement affects Medicare coverage, including premiums, coverage, and enrollment deadlines. Compare your Medicare options and help reduce out-of-pocket costs.