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• A Lump Sum vs. an Annuity: How to Decide | Charles Schwab

  Deciding between a lump sum vs. an annuity to see which makes sense for you? Learn how factors like life expectancy, family, and income can help you decide.

• College Savings Plans | Charles Schwab

  Compare different accounts specifically designed to help you save for college, and understand the tax advantages of each college savings plan.

• How to transfer an account to Schwab | Charles Schwab

  Learn to transfer an account to Schwab in just three simple steps. Transfer your stocks, mutual funds and more.

• When to consider selling or buying stock on news | Charles Schwab

  How to know when to potentially sell a stock, or when to buy, as bad news hits. Learn about evaluating bad news affecting companies, sectors, or the economy using fundamental analysis.

• Love and Money: Navigating Your Finances Together | Charles Schwab

  From budgeting basics to big financial decisions, managing your money as a couple can be a challenge. Explore ideas to help transform money talks into opportunities for growth.

• As Rate Cuts Loom, Stock Buybacks May Continue | Charles Schwab

  Stock buybacks help companies return cash to shareholders, reduce the base for earnings per share calculations, and may signal good news about growth.

• How to invest in sector- or industry-specific stocks | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• About Schwab Intelligent Portfolios | Charles Schwab

  View Frequently Asked Questions on Schwab Intelligent Portfolios.

• 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.

• A Primer on Selling Options | Charles Schwab

  Selling options can be risky. Learn the basics of shorting options, including how to sell put options, what a short call option is, and more.