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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.

• Add an Account Holder to Your Schwab One® Brokerage Account and Linked Schwab Bank Investor Checking™ Account | Charles Schwab

  Use this form to add an account holder to an existing Schwab One brokerage account that is linked to a Schwab Bank Investor Checking account.

• Reminiscences of a Strategist | Charles Schwab

  It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

• 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.

• Protective Life SecurePay SE Benefits Guide | Charles Schwab

  Protective Life offers SecurePay SE, an optional indexed annuity withdrawal benefit providing enhanced growth opportunities along with protected lifetime income.

• Schwab Online Services Agreement | Charles Schwab

  Read the Schwab Online Services Agreement.

• ETF Fees and Associated Costs of ETF Investing | Charles Schwab

  Be an informed investor: understand the fees and associated costs of ETF investing. Learn what additional expenses you can expect and how they compare.

• Schwab Intelligent Income™ | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.

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

  Home Loans & Rates Pledged Asset Line Credit Cards

• How to automatically invest in mutual funds | Charles Schwab

  Discover how to automatically invest in mutual funds with Schwab to make recurring investments quick and easy.