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Planning & Retirement | Charles Schwab
Prepare for financial milestones and events
Learn about costs associated with investing and trading and understand how fees and expenses may affect your investment returns.
country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc...
Stay up to date on commentary related specifically to US markets.
Top investing experts | Read the bios | Charles Schwab
Regularly cited by the media on investing issues, Schwab’s top experts can help clients make better investment decisions. Meet our experts and read their bios.
Schwab Brokerage: Personal Choice Retirement Account | Charles Schwab
With a Schwab Personal Choice Retirement Account (PCRA), you can invest in a retirement plan with the freedom of a brokerage account.
Investment Research | Charles Schwab
Save time choosing investments with Schwab's award-winning investment research tools. Access screeners, top picks, expert commentary, detailed quotes, and more.
Gain clarity on required minimum distributions (RMDs) and their impact on your accounts and taxes.
Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.
Learn about initial public offerings (IPOs), a way for companies to raise capital from public investors by listing company shares on a stock exchange, allowing public investors to purchase shares of the company's stock.