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• Frequently Asked Questions - Asset Transfer | Charles Schwab

  In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.

• Using Bookmap on thinkorswim | Charles Schwab

  Bookmap is an application available on thinkorswim that offers insight into real-time data. Learn how traders can use it to see supply, demand, and volume.

• Dividend Basics | Charles Schwab

  Take a quick dive into the basics of dividends including how they work, when they're paid, and why companies share profits with stockholders.

• Traditional and Roth IRAs | Charles Schwab

  Learn the differences between traditional and Roth IRAs and how each type can help grow your retirement savings.

• How to Borrow Money Strategically for a Big Expense | Charles Schwab

  Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow.

• 8 Roles to Fill on a Family Wealth Management Team | Charles Schwab

  Abundant wealth can complicate your situation. Read how family wealth management specialists can help you manage your investments, taxes, estate, and more.

• Using Bond Ladders for Income | Charles Schwab

  Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.

• How to Invest in AI | Charles Schwab

  When it comes to investing in artificial intelligence, a handful of companies may come to mind, but there's more to learn about investing in AI than the big tech names.

• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• Washington: What to Watch Now | Charles Schwab

  Schwab's point of view on political and regulatory issues before Congress and elsewhere in Washington, D.C. that could potentially affect investors.