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• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Diversify to Manage Risk | Charles Schwab

  Investing too much in any single sector or asset class can result in major losses when markets are volatile. Listen to one woman's experience.

• 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.

• What is Cryptocurrency & How Does It Work? (2025) | Charles Schwab

  What is cryptocurrency exactly? Discover how it works and the many types of cryptocurrencies, including the one that started it all: bitcoin.

• 6 Ways to Save Money When Traveling Abroad | Charles Schwab

  Don't let unnecessary expenses eat into your vacation budget.

• What is a Robo Advisor | Charles Schwab

  Learn what Robo-Advisors are, and how they can put your money to work to help you meet your specific financial goals.

• Schwab Lexington Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Lexington, KY branch. Contact or visit us today.

• Instructions to Open or Update a Schwab One® Trust Account with Optional Schwab Bank Investor Checking™ Trust Account | Charles Schwab

  Transferring Accounts

• Learn to Trade | Charles Schwab

  Learn to trade with our newly expanded library of trading education, including trading courses, articles, videos, and more.

• Schwab Wenatchee Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Wenatchee, WA independent branch. Contact or visit us today.