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• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• How to sell a bond | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Schwab Intelligent Income™ | Automated withdrawals | Charles Schwab | Charles Schwab

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

• Financial Statements 101 | Charles Schwab

  Learn what's in financial statements and how investors use them to evaluate stocks.

• Coding Custom Indicators on thinkorswim® | Charles Schwab

  thinkorswim® offers a way for traders to code their own customized indicators to their specifications so they can make informed trading decisions.

• How to transfer an account to Schwab | Charles Schwab

  Learn to transfer an account to Schwab in just three simple steps. Transfer your stocks, mutual funds and more.

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• Roth IRA vs. Traditional IRA: Differences and Rules | Charles Schwab

  Compare a Traditional IRA vs Roth IRA to see which fits your financial situation. Get insights on tax implications and withdrawal rules.

• Fed Interest Rates: Steady | Charles Schwab

  Where are Fed interest rates headed? Here's the latest from the Federal Reserve's most recent FOMC meeting, and where Schwab experts believe policy is headed.