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• Trustee and Custodial Agreement | Charles Schwab

• Schwab SIMPLE IRA | Charles Schwab

  Learn how a SIMPLE IRA could be an easy and low-cost way to set up a retirement program.

• Robo-Advisors: An Intelligent Way to Invest | Charles Schwab

  Learn more about building a diversified investment portfolio—and how a robo-advisor can help.

• How Do You Define Investment Risk? | Charles Schwab

  There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.

• Schwab Individual 401(k) | Charles Schwab

  Learn how you could make substantial contributions toward your retirement with an Individual 401(k) plan.

• thinkorswim® paperMoney®: Stock Trading Simulator | Charles Schwab

  In this tutorial, we'll demonstrate how to use paperMoney® on the thinkorswim® platform and place simulated stock trades.

• How to sell stocks | Charles Schwab

  Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.

• Retirement Calculator | Your Retirement Savings | Charles Schwab

  Are you saving enough money for retirement? Use our retirement savings calculator to help find out how much money you need to save for retirement.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Loss of a Loved One - Financial Inventory Checklist | Charles Schwab

  At this time, getting organized can help you feel more in control. Use this checklist to help gather the documents you’ll need to settle your loved one’s affairs.