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• College Savings Plans | Charles Schwab

  Compare different accounts specifically designed to help you save for college, and understand the tax advantages of each college savings plan.

• Learning Quest 529 Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• Securities Alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.

• How to invest in sector- or industry-specific stocks | Charles Schwab

• Learning Quest 529 Plan Incoming Rollover Form | Charles Schwab

  Complete this form to initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Learning Quest 529 Plan.

• When to consider selling or buying stock on news | Charles Schwab

  How to know when to potentially sell a stock, or when to buy, as bad news hits. Learn about evaluating bad news affecting companies, sectors, or the economy using fundamental analysis.

• Securities-Based Line of Credit: What to Consider | Charles Schwab

  A securities-based line of credit (SBLOC) can be a cost-effective, tax-efficient way to cover short-term borrowing needs. Explore potential benefits & risks.

• Love and Money: Navigating Your Finances Together | Charles Schwab

  From budgeting basics to big financial decisions, managing your money as a couple can be a challenge. Explore ideas to help transform money talks into opportunities for growth.

• Short Selling: Can You Profit from Falling Stocks? | Charles Schwab

  Watch to learn how short selling, or shorting, a stock allows investors to sell a stock high, buy it low, and pocket the difference.

• Charitable Remainder Trusts: What to Know | Charles Schwab

  Charitable remainder trusts can provide a tax break and income for life. Learn the different types, how they work, how to maximize them, and how they're taxed.