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• Schwab 529 Plan Agent Authorization Form | Charles Schwab

  Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).

• Should I Roll Over My 401(k)? | Charles Schwab

  Changing jobs and wondering: "Should I roll over my 401(k)?" Discover five strategies for handling an old 401(k), along with the pros and cons of each.

• Request a Recharacterization or Remove an Excess IRA Contribution General Information and Instructions | Charles Schwab

  Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.

• College Planning | Charles Schwab

  See why you should prioritize saving for college after saving for retirement, and why starting to save early is important.

• You've just inherited a retirement account. Now what? | Charles Schwab

  Inherited IRA (pre-Secure Act)

• Avoid the Emotional Investing Trap | Charles Schwab

  Far too often, investors focus on the current hot stocks or investment fads and take on more risk in their investment portfolio than is necessary to achieve their financial goals.

• How to use auto-rollover when investing in Fixed Income | Charles Schwab

• How to buy Treasuries | Charles Schwab

  Discover how to research and buy Treasuries in just a few simple steps.

• Inherited IRA RMD Calculator: Optimize Withdrawals | Charles Schwab

  Estimate your inherited IRA's required minimum distribution (RMD) with Schwab's inherited IRA RMD calculator. Calculate your inherited IRA's RMD.

• Your Guide to Choosing a Financial Caregiver | Charles Schwab

  Whether you're thinking of asking a relative or a close friend, let's examine how and why to choose a financial caregiver.