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• Certification for Late Rollover Contributions | Charles Schwab

  Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for one of the reasons listed in Section 3.

• Barbara Armstrong | Charles Schwab

  Barbara has an Honors Business Degree. She loves coaching and teaching and is passionate about helping others develop the skills to manage their own financial future. Her areas of specialty include technical analysis, trend trading, options and the introduction of all of these concepts to those who are 'new' to investing.

• Michael Zarembski | Charles Schwab

  Michael Zarembski is a Director at Charles Schwab and is involved in a wide variety of futures-related operational matters and educational content. Michael has over 30 years of futures industry experience, including 9 years as a market maker at the Mid-America Commodity Exchange (MidAm) and the Chicago Board of Trade (CBOT). Mike also is a co-author of "Looking to the Futures", the futures market newsletter at Charles Schwab.

• Chris Kawashima | Charles Schwab

  Chris Kawashima, CFP, is Director, Financial Planning, for the Schwab Center for Financial Research. He is responsible for researching financial planning and retirement income issues.

• Michelle Gibley | Charles Schwab

  Michelle Gibley, CFA, is Director of International Research for the Schwab Center for Financial Research. She analyzes, discusses, and writes commentary on international markets, trends, and events. Her work helps U.S. investors and advisors understand the significance and financial implications of global markets on investment planning.

• Nathan Peterson | Charles Schwab

  Nate Peterson is Director of Derivatives Analysis for the Schwab Center for Financial Research. He is primarily responsible for options-related client education, market analysis and reporting.

• Tiffany Wax | Charles Schwab

  Tiffany Wax is a senior team manager for the Financial Crimes Awareness Team within Schwab’s Financial Crimes Risk Management organization.Tiffany leads a team responsible for researching current fraud and security trends and threats and educating clients to better protect themselves from threats.Tiffany is a Florida Bar attorney, a Certified Anti-Money Laundering Specialist, a Certified Fraud Examiner, and a member of the International Association of Financial Crimes Investigators.

• Understanding the Gamma Squeeze | Charles Schwab

  Learn how a gamma squeeze combines retail call buying, a rally in the stock, and stock buying via market makers to hedge exposure, forcing the stock price up.

• Michael Iachini | Charles Schwab

  Michael Iachini, CFA, CFP, is Managing Director and Head of Manager Research for the Schwab Center for Financial Research. He leads the research effort on mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments.

• Invested in the Game | Charles Schwab

  Hosted by Mason Reed, this podcast explores the stories of remarkable people who are moving the game of golf forward.