Graphics are for illustrative purposes only and not intended to represent a specific investment product.
We encourage you to read the Schwab Intelligent Portfolios Solutions™ disclosure brochure for important information, pricing, and disclosures. Before you
enroll, it’s important you understand any and all costs, including the role of cash and the way Schwab earns income from the cash allocation in your portfolio,
which will affect performance, and how Schwab and its affiliates work together.
Schwab does not guarantee the amount or duration of Schwab Intelligent Income withdrawals nor does it guarantee any specific tax results such as meeting Required Minimum Distributions.
You may incur IRS penalties for early withdrawal of funds depending on what type of account you have.
Schwab Intelligent Income is an optional feature available with Schwab Intelligent Portfolios, which has no advisory fee and doesn’t charge commissions, and Schwab Intelligent
Portfolios Premium™, which offers financial planning for an initial fee of $300 and a $30 per month advisory fee charged quarterly after that.
Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium are made available through Charles Schwab & Co., Inc. (“Schwab”), a dually registered investment advisor and
broker dealer. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. (“CSIA”). Charles Schwab Investment Management, Inc. ("CSIM"), the investment
advisor for Schwab Funds, receives management fees on Schwab ETFs. Schwab, CSIA, and CSIM are affiliates and subsidiaries of The Charles Schwab Corporation.
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Wealth Management at Charles Schwab
PLANNING | PORTFOLIO MANAGEMENT | INCOME STRATEGIES | BANKINGIntroducing the modern way
to pay yourself in retirement.
Schwab Intelligent Income™
A simple, modern way to generate a paycheck from your portfolio.
Plus, fl exibility to start, stop or adjust your
paycheck at any time with no penaltiesAvailable with Schwab Intelligent Portfolios
®
,
so you pay no advisory fee or commissionsFind out how it works at Schwab.com/IntelligentIncome