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• Paying for College | Charles Schwab

  If you’re paying for college, tap into all potential funding sources: college savings accounts, scholarships, and financial aid; and see how aid requests are evaluated.

• Meet the Options Greeks | Charles Schwab

  Meet some of the most important greeks—delta, gamma, theta, vega, and rho—and see how they can be used in your options trading.

• Retiring Early: Can You Afford It? | Charles Schwab

  Facing an unexpected early retirement? Here’s how to figure out how your budget and savings would be affected.

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more.

• Paper Trading | Charles Schwab

  Test drive thinkorswim with paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line.

• Personalized Approach - Wealth Management | Charles Schwab

  Your financial planning should be as unique as you are. Your Private Client Advisor will work closely with you to understand your needs and goals and create a personalized wealth management plan.

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Accounts Overview – Investing Goals | Charles Schwab

  Schwab makes it easy to choose the right account for your financial goals. Learn about investment and savings accounts we offer and find the right fit for you.

• Wealth Management | Sample Scenarios

  Explore how Schwab Wealth Advisory's wealth management professionals can help clients understand and optimize finances during retirement.

• Advisory Programs Referenced in our CRS-IA | Charles Schwab

  See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.