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• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• What is a Traditional IRA? | Charles Schwab

  What is a Traditional IRA? A Traditional IRA allows you to contribute pre-tax dollars and grow your money tax deferred. Learn about how to open one today....

• Invest in T. Rowe Price Mutual Funds | Charles Schwab

  Find out how to diversify your mutual fund portfolio with a wide selection of active and passive T. Rowe Price Mutual funds.

• Retirement Planning for Empty Nesters | Charles Schwab

  After years of focusing on your kids, it's time to focus on yourself. Read more about planning for your next big milestone—retirement—as an empty nester.

• Schwab Starter Kit™ | Charles Schwab

  Start investing today with the Schwab Starter Kit. Get $50 invested equally in the top 5 stocks. Learn how to manage with tools and resources provided!

• Stock Plan Basics: Equity Compensation Explained | Charles Schwab

  Stock options, restricted stock, and restricted stock units are different ways companies can reward their employees.

• Margin Trading: The Starter Guide | Charles Schwab

  There are different types of margin trading for stocks, options, futures, and forex. Read more to learn about their unique risks and benefits.

• Stay the Course When Markets Turn Turbulent | Charles Schwab

  Having a long-term strategic asset allocation plan and sticking to that plan through periods of market volatility are among the keys to long-term investment success.

• Avoiding the Three-Year Rule When Using an ILIT | Charles Schwab

  Gifting life insurance to an irrevocable life insurance trust (ILIT) could trigger the IRS's three-year rule—and taxes. Learn how to avoid an IRS clawback.

• Buying, Renting, and Selling a Second Home | Charles Schwab

  A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.