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• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Inherited IRA Rules & SECURE Act 2.0 Changes | Charles Schwab

  It's important to understand the updated inherited IRA distribution rules tied to the recent change in the SECURE Act, including its latest version, SECURE 2.0.

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.

• Qualified Retirement Plan (QRP) Distribution Request Form | Charles Schwab

  Please carefully read the QRP Distribution Notice included with this form, which contains important information about your distribution.

• What is a 401(k) and How Does It Work? | Charles Schwab

  What is a 401(k)? How does a 401(k) work? Learn how these retirement plans work and get answers to questions on contribution limits, distributions, and more.

• What Are Leveraged & Inverse ETFs & ETNs & How Do They Work? | Charles Schwab

  Learn about the complexities of leveraged and inverse exchange-traded products (ETPs) and their potential risks and benefits.

• Soft vs. Hard Divide Persists | Charles Schwab

  There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

• Alts: Hedge Funds, Private Equity, and More | Charles Schwab

  Alternative investments such as hedge funds and private capital can give qualified investors access to strategies beyond those available in public markets.

• ERISA 408(b)(2) Fee Disclosure Report | Charles Schwab

  The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries.

• Invested | Charles Schwab

  Put the Client First Watch the video and learn how we use both technology and people to make investing easier and more accessible....that combine the best of what people and technology have to offer. By using both technology and people, we help make investing easier and more accessible for people who live...intelligent, and lower cost. That's what modern means to us. For those of us who work here, this isn't just business, it's our passion, our purpose. We show up every...