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• Learning Quest 529 Plan Withdrawal Request Form | Charles Schwab

  Complete this form to request a full or partial withdrawal from your Learning Quest 529 Plan Account.

• 8 Roles to Fill on a Family Wealth Management Team | Charles Schwab

  Abundant wealth can complicate your situation. Read how family wealth management specialists can help you manage your investments, taxes, estate, and more.

• Gauge Risk: Options Delta and Probability | Charles Schwab

  Learn how options delta calculations and the options Probability ITM feature on thinkorswim® can potentially help traders gauge risk in an options position.

• IPO Market Warming Up as Sentiment Improves | Charles Schwab

  There are renewed signs of life in the initial public offerings space. See why an increase in offerings can sometimes suggest market sentiment improvement.

• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• Roth vs. Traditional IRA Calculator | Charles Schwab

  Use our Roth vs. Traditional IRA Calculator to see which retirement account is right for you and how much you can contribute annually.

• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.

• Technical Indicators: 3 Trading Traps to Avoid | Charles Schwab

  A stock's price patterns can help identify entry and exit points, but don't be misled. Learn three common technical trading traps and how to avoid them.

• Aligning Your Options with Implied Volatility | Charles Schwab

  Learn the difference between implied volatility (IV) and historical volatility (HV) and how to align your options strategy with the right volatility exposure.

• Creating a Family Wealth Mission Statement | Charles Schwab

  Lack of communication could harm a family's ability to preserve wealth across generations. Learn how creating a wealth mission statement can help.