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• Estate Planning Checklist | Charles Schwab

  See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

• Fraud & Security Video Library | SchwabSafe | Charles Schwab | Charles Schwab

  Protecting your account from financial fraud is more important than ever. To help you stay safe against scams and scammers, we’ve created a library of short videos with tips and tactics so you can keep your guard up and stay vigilant.

• Inherited IRA Distribution Calculator: Plan for Your Future | Charles Schwab

  Explore your financial plan as an inherited IRA beneficiary with Schwab's inherited IRA distribution rules calculator. Calculate the required distributions of an inherited IRA.

• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements.

• DAFgiving360 | Donor-Advised Fund | Charles Schwab

  Structure your giving, manage your taxes, and simplify your recordkeeping with a DAFgiving360 account.

• Chuck Schwab on Life & Golf | Charles Schwab

  The founder of the Charles Schwab Corporation discusses his passion for golf and how it parallels life lessons.

• Retirement Planning by the Decade: A Savings Guide | Charles Schwab

  Retirement planning looks different depending on the season of life you're in. Discover how to approach your most important savings goal—one decade at a time.

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• Earnings Season & High Demand for Corporate Bonds | Charles Schwab

  How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?

• The Big Impact of Small Changes | Charles Schwab

  It's not always about life-changing decisions—sometimes small changes can make a big impact.