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• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.

• Margin Calls: What You Can Expect | Charles Schwab

  Received your first margin call and not sure what to do? Learn how to respond and discover some helpful strategies that may help you manage your risk....

• What Should You Do with Your Employee Stock? | Charles Schwab

  Whether it's stock options, restricted stock units, an employee stock purchase plan, or some other form of equity compensation, many companies offer this vital benefit to employees. But once you have it, what should you do with it?

• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?

• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• What Is a Beneficiary? Why Naming Them Is Key | Charles Schwab

  Designating beneficiaries is a simple way to help protect your estate and avoid probate. What is a beneficiary, and why do you need one? Learn the basics....

• When Can Direct Indexing Make Sense for Your Portfolio? | Charles Schwab

  How does direct indexing work?

• How Can You Build Your Pre-Retirement Checklist? | Charles Schwab

  What do you need to take care of in the handful of years, months, and days before you retire?

• How Can You Steer Your Portfolio Through a Recession? | Charles Schwab

  What are some strategies that can help investors navigate a recession?

• Your Visa Card Guide to Benefits | Charles Schwab

  For more information about the benefits described in this Guide, call the customer service number listed for the Benefits Administrator.