Wasmer Schroeder™ bond ladder strategies.

Get professional guidance on a more tailored income source.

Wasmer Schroeder bond ladder strategies use a separately managed accounts portfolio structure to give you a more personalized and focused retirement income option. Our dedicated team will work with you to fully understand your objectives and create a laddered strategy that delivers the results you’re after while seeking to minimize interest rate risk and tax implications. You and your investing goals determine which options are right for you.

Where to begin? Call 855-966-3713 to talk with a Schwab Fixed Income Specialist.

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Wasmer Schroeder tax-exempt bond ladder strategies:

These are generally for investors who fall into a higher tax bracket and are looking to generate steady income.

Tax-exempt bond ladder portfolios have customization options in some states.

Maturity dates:
Options from 1–15 years

Fixed income style:
Short-term, intermediate-term, and long-term municipal bonds

Account minimum:
$250,000

State Specific portfolios with a target of 100%: CA, NY, TX; State Preference portfolios with a target of 10–60%: AZ, CO, CT, DE, GA, MA, MD, MI, MN, NC, NJ, OH, OR, PA, SC, UT, VA. State Specific portfolios with a target of 100%: CA, NY, TX; State Preference portfolios with a target of 10–60%: AZ, CO, CT, DE, GA, MA, MD, MI, MN, NC, NJ, OH, OR, PA, SC, UT, VA. State Specific portfolios with a target of 100%: CA, NY, TX; State Preference portfolios with a target of 10–60%: AZ, CO, CT, DE, GA, MA, MD, MI, MN, NC, NJ, OH, OR, PA, SC, UT, VA.

Wasmer Schroeder taxable bond ladder strategies:

These are generally for investors who are in a low tax bracket or have a tax-deferred account such as an IRA and are seeking higher yields.

Maturity dates:
Options from 1–10 years

Fixed income style:
Corporate bond

Account minimum:
$250,000

Let’s talk about Wasmer Schroeder Strategies for your portfolio.

Frequently asked questions about Wasmer Schroeder bond ladder strategies.

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