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

  Learn about the benefits and potential risks of Complex ETPs.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Learn how to use the hypothetical gain or loss feature within custom watchlists to help guide your future investment decisions.

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Schwab Futures and Forex daily Forex obligation January 2025 | Charles Schwab

  Transferring Accounts

• Mobile Wallets – Digital Wallets FAQs | Schwab Bank

  Add your Schwab Bank Visa Platinum card to your mobile wallet for extra security and convenience. Learn more about digital wallets.

• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• Demystifying Your Medicare Options for Retirement | Charles Schwab

  Retirement affects Medicare coverage, including premiums, coverage, and enrollment deadlines. Compare your Medicare options and help reduce out-of-pocket costs.

• Uncertainty Around Future Policy | Charles Schwab

  Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.