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• Plan and Invest with a Professional Advisor | Charles Schwab

  Your Schwab Financial Consultant will help you understand where your money is invested, how your investments perform and offer guidance based on your needs.

• Invest in Portfolio Solutions - Mutual Funds |Charles Schwab | Charles Schwab

  Choose a mutual fund portfolio solution -which are automatically rebalanced keeping you on track and saving you time.

• Retirement Income Calculator Methodology | Charles Schwab

  The Schwab Retirement Income Calculator is an interactive tool to help you answer a key question about your retirement savings: How much money can I withdraw from my retirement savings and feel comfortable that my savings will last.

• Options Contracts | Charles Schwab

  Learn the fundamentals of put options, call options, and much more about options contracts.

• Traditional IRA Withdrawal Rules | Charles Schwab

  Traditional IRA withdrawals may come with additional fees or penalties depending on your age. Learn more about traditional IRA withdrawal rules.

• Business continuity and contingency planning | Charles Schwab

  continuation of client service within minutes in most cases. Here are a few examples of what might occur if Schwab were to experience a business disruption of varying magnitude:...

• Cash Features Program Disclosure Statement | Charles Schwab

  Summary of changes to Schwab's Cash Features Program. If you have any questions or need more information about the cash features described in this Disclosure Statement, please call us at 1-800-435-4000.

• Inherited IRA Distribution Rules | Charles Schwab

  Unlike transferred IRAs, Inherited IRA rules require you to take annual distributions no matter your age. Explore more about Inherited IRA distribution rules.

• How to Trade Options | Charles Schwab

  Get an overview of how to trade options using specialized tools by Schwab.

• Financial Caregiving 101 |Charles Schwab

  Explore the different types of caregivers and how they can help you manage your money and assets through life's journeys.