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• 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.

• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements.

• 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.

• Commodity mutual funds | Charles Schwab

  Commodity mutual funds provide exposure to the price changes of raw materials, such as agricultural goods, natural resources, and metals.

• Equity mutual funds | Charles Schwab

  Learn about equity mutual funds at Schwab.

• Asset Allocation Mutual Funds | Charles Schwab

  Asset allocation mutual funds let you own a mix of equity and fixed income securities to achieve a goal such as income generation or capital appreciation.

• Trade order routing process | Charles Schwab

  Schwab regularly and rigorously monitors execution quality among competing market venues and looks for opportunities to adjust order routing based on performance trends, technological advances, and other competitive developments.

• Target Date Mutual Funds | Charles Schwab

  Learn more about target date mutual funds and how you can invest for your retirement or other milestone.

• Planning for Diminished Capacity | Charles Schwab

  Learn more about the preparation process to help you and your family should you ever have diminished financial capacity.

• Our Education | Charles Schwab

  Access investing education and timely market insights tailored to empower you on your financial journey.