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• Managing Taxes in Retirement | Charles Schwab

  As you approach and enter your golden years, calculating your tax obligations could be tricky.

• Investing Basics: Mutual Funds | Charles Schwab

  Mutual funds have been an investing staple for many investors because of the diversification they provide.

• ETF Selection Process | Charles Schwab

  ETFs are the building blocks of Schwab Intelligent Portfolios. View Exchange-Traded Funds available through SIP.

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.

• What's Ahead for China in 2025? | Charles Schwab

  Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• How to Use Credit Cards Wisely | Charles Schwab

  Learn ways to effectively use credit cards to your advantage.

• Saving Outside Your 401(k) | Charles Schwab

  Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when.

• Fixed Income Pricing - Fixed Income | Charles Schwab

  Access Schwab's low and straightforward pricing and choose from hundreds of no-load, no-transaction-fee bond mutual funds.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.