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• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income....

• ETFs | Charles Schwab

  Learn about exchange-traded funds and how they may benefit your portfolio.

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments....

• Where Should You Hold Your Cash? | Charles Schwab

  investments are higher than they've been in decades. The smartest place to keep your cash depends on how you plan to use it. Learn more....

• https://www.schwab.com/public/file/P-13264645

  (0622-2WT8) REG117118-02 (01/23) People’s Republic of China Privacy Notice This Privacy Notice describes how Charles Schwab & Co., Inc.; Charles Schwab, Hong Kong, Ltd.; Schwab Retirement Plan Services, Inc...machine-readable format and to send it to another personal information processor. 7. Withdrawal of consent. You have the right to withdraw consent. 8. Lodging a complaint with the relevant authorities. You have the...change this Privacy Notice from time to time with- out advance notice. Should any new Privacy Notice go into effect, we will post it on our website. When we make changes, we will update the “Effective...

• Find a Consultant | Charles Schwab

  Search by last name or location and find a Schwab consultant to help you reach your financial goals.

• Annuities: Saving for Retirement Income | Charles Schwab

  Saving for retirement? Choose from a Schwab variable annuity, fixed annuity, or income annuity for potential guaranteed lifetime income.

• Saving for Retirement | Charles Schwab

  Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more

• About Schwab Intelligent Portfolios | Charles Schwab

  View Frequently Asked Questions on Schwab Intelligent Portfolios.

• Tax and Estate Planning | Sample Scenarios

  See how Schwab Wealth Advisory helps clients achieve success with tax and estate planning.