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• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions.

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.

• Grow Tax-Free Savings with Roth Conversions | Charles Schwab

  Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.

• Trading Options During Earnings Season | Charles Schwab

  Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.

• Basics of Margin Trading for Investors | Charles Schwab

  Buying on margin can magnify your returns, but it can also increase your losses. Learn the basics, benefits, and risks of margin trading.

• SIMPLE IRA Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SIMPLE IRA Plan.

• Margin Disclosure Statement | Charles Schwab

  This is important information regarding margin borrowing, if you have requested the margin feature on your brokerage account.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• Coping Amid the Crisis: With Guest Laurie Santos | Charles Schwab

  What can behavioral science teach us about managing the emotional toll of the coronavirus pandemic?

• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.