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• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• Will Policy Disruption Unsettle Markets in 2025? | Charles Schwab

  The new administration promises disruptive policies on immigration, tariffs, taxes, deregulation and more. But how will markets and investors respond to these policy changes?

• An Accidental Experiment: With Guests Steven Levitt, Solomon Ezra & Stephen Spector | Charles Schwab

  How can events outside of our control create opportunities for accidental insights?

• Trade order routing process | Charles Schwab

  Schwab regularly and rigorously monitors execution quality among competing market venues and looks for opportunities to adjust order routing based on performance trends, technological advances, and other competitive developments.

• 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.

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• What Can You Do If Your Retirement Plan Gets Off Track? | Charles Schwab

  Some people start to take unnecessary risks when their portfolio gets off track. What are other options?

• A Clean Slate: With Guests John Beshears, Richard Thaler & Ray Zahab | Charles Schwab

  How you divide your money and time is influenced by a cognitive bias—but it's one that you can put to good use.

• More Than a Feeling: With Guests Jamie Wall, Mona Krewel & Alex Edmans | Charles Schwab

  How can the general mood around us affect our behavior?

• Roth IRA Withdrawal Rules | Charles Schwab

  Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.