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• Why You Need an Estate Plan | Charles Schwab

  If we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. That’s why answering questions now—and formalizing them in an estate plan—is an important step that shouldn’t wait.

• Why Does Sentiment Not Match Hard Data? | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

• https://www.schwab.com/public/file/P-1908443

  financially on surviving family members. How do I manage my loved one’s financial affairs? Contact the family attorney, CPA, and estate’s executor, if applicable. • Discussion points may include...returns, and updating the survivor’s estate documents. If the deceased had a Schwab account, contact our estate distribution services group. • Call 1-888-297-0244 for help and guidance right away....Inquire about survivor benefits from entities providing benefits or payments to the deceased. • Contact the Social Security Administration, insurance companies, former employers, and other applicable...

• How to use auto-rollover when investing in Fixed Income | Charles Schwab

  Automatically reinvest the principal on your maturing CDs and U.S. Treasury securities in just a few clicks.Explore Fixed Income

• What are Bonds? Types of Bonds & How they Work (2024) | Charles Schwab

  Learn about bonds, starting with the basics (what is a bond, how do bonds work) and then exploring types of bonds and how rising interest rates can affect them.

• What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab

  Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.

• Tariffs and Corporate Bonds: 3 Things to Know Now | Charles Schwab

  With markets volatile amid tariff uncertainty, here are three takeaways on preferred securities, investment-grade and high-yield corporate bonds.

• Inherited IRA Application for a Trust Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for a trust beneficiary.

• Inherited IRA Application for an Estate Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for an estate.

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.