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• Investing in ADRs, Foreign Ordinaries, & Canadian Stocks | Charles Schwab

  ADRs (American Depository Receipts), foreign ordinaries and Canadian stocks allow you to invest in foreign companies. Explore ADRs and other options.

• Schwab Global Account and Schwab One Brokerage Account Transfer Form | Charles Schwab

  Use this form to transfer securities and/or funds from another financial institution (e.g., brokerage, mutual fund company, bank, or insurance company) into your Schwab One Brokerage Account and your associated Schwab Global Account.

• Schwab 529 College Savings Plan Financial Professional Authorization | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• Schwab Futures and Forex daily segregated requirements February 2025 | Charles Schwab

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Small Business Retirement Contribution Calculator | Charles Schwab

  Use Schwab's calculator to compare the potential contributions that self-employed individuals can make to small business retirement plans, including Individual 401(k), SIMPLE, and SEP plans.

• Edgy Investors Waiting to See How Policies Unfold | Charles Schwab

  Investors and markets are anxious to see when and how the new Congress will implement the massive Republican policy agenda. But the details matter, and the answers will take time.

• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• Leveraging Assets to Manage Your Wealth | Charles Schwab

  Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.