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• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.

• Reduce Emotional Trading with Robo-Advisors | Charles Schwab

  Trading with your emotions during times of market volatility? Explore whether a robo-advisor may be able to help.

• Fixed Income Investments for Retirement | Charles Schwab

  A market downturn won't necessarily hurt fixed income holdings the way it hurts an equity portfolio. Learn more about fixed income investments for retirement.

• Is the Next Temperamental Era Upon Us? | Charles Schwab

  Big swings in GDP and record inflation marked the period from the 1960s to the1990s. Find out if we're entering a new Temperamental Era.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• Alternative Investments | Charles Schwab

  Learn about strategies that invest in non-traditional financial assets such as private equity, private credit, real estate, hedge funds, and exchange funds.

• Products | Charles Schwab

  Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.

• Investing in Mutual Funds | Charles Schwab

  Find out what mutual funds are and how they may benefit your financial goals. Use resources from Schwab to start investing in mutual funds today.

• Inherited IRA RMD Calculator: Optimize Withdrawals | Charles Schwab

  Estimate your inherited IRA's required minimum distribution (RMD) with Schwab's inherited IRA RMD calculator. Calculate your inherited IRA's RMD.

• 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.