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Planning & Retirement | Charles Schwab
Prepare for financial milestones and events
Learn about costs associated with investing and trading and understand how fees and expenses may affect your investment returns.
Savings Home Loans & Rates Pledged Asset Line Credit Cards Featured Offeringscountry-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc...
Stay up to date on commentary related specifically to US markets.
Top investing experts | Read the bios | Charles Schwab
Regularly cited by the media on investing issues, Schwab’s top experts can help clients make better investment decisions. Meet our experts and read their bios.
Schwab Brokerage: Personal Choice Retirement Account | Charles Schwab
With a Schwab Personal Choice Retirement Account (PCRA), you can invest in a retirement plan with the freedom of a brokerage account.
Gain clarity on required minimum distributions (RMDs) and their impact on your accounts and taxes.
Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.
Learn about initial public offerings (IPOs), a way for companies to raise capital from public investors by listing company shares on a stock exchange, allowing public investors to purchase shares of the company's stock.
Investment Research | Charles Schwab
Save time choosing investments with Schwab's award-winning investment research tools. Access screeners, top picks, expert commentary, detailed quotes, and more.