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• Order Routing | Charles Schwab

  Learn about Order Routing at Schwab

• Barbara Armstrong | Charles Schwab

  Barbara has an Honors Business Degree. She loves coaching and teaching and is passionate about helping others develop the skills to manage their own financial future. Her areas of specialty include technical analysis, trend trading, options and the introduction of all of these concepts to those who are 'new' to investing.

• Required Minimum Distribution | Charles Schwab

  See your total RMD amount, any amount you've already withdrawn, and the remaining amount you must withdraw—all in one place.

• Schwab Intelligent Portfolios Compare Us | Charles Schwab

  Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.

• Performance Stock | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.

• Retirement Income | Charles Schwab

  Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.

• Charitable Giving | Charles Schwab

  Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations.

• Futures Account | Charles Schwab Futures and Forex

  Learn how to get your futures account set up, trade on the industry-leading thinkorswim futures trading platforms, and access premium futures market insights.

• Juo-Mao "Mark" Liang | Charles Schwab

  Mark has more than 17 years of experience within financial services and investment management. His expertise includes portfolio analytics, modern portfolio theory, risk management, and data analysis.

• Charles Schwab Futures and Forex LLC Disclosures | Charles Schwab