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• SEP-IRA Employer's Agreement With Schwab | Charles Schwab

  Read, complete, sign and return this form with your Adoption Agreement (or IRS Form 5305-SEP). Keep a copy for your files.

• Depreciation Recapture and Rental Property Taxes | Charles Schwab

  Depreciation on income property can offer a tax break—until you sell the asset. Learn how depreciation recapture works and ways to help manage it.

• Trading Futures on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to trade futures on the thinkorswim® mobile app.

• Your Visa Card Guide to Benefits | Charles Schwab

  For more information about the benefits described in this Guide, call the customer service number listed for the Benefits Administrator.

• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

• The Tax-Planning Life Cycle | Charles Schwab

  Certain tax topics can have an impact on your after-tax wealth. Learn about the tax-planning life cycle and how taxes can affect every stage of your investing journey.

• How to Save for Multiple Financial Goals | Charles Schwab

  Saving can be hard to manage when you're juggling multiple savings goals, such as retirement and a down payment. Discover ways to work towards both.

• How to Use Implied Volatility Percentiles | Charles Schwab

  Learn how implied volatility (IV) and historical volatility (HV) percentiles help you when ranking volatility and can help you select various options strategies.

• thinkorswim Guest Pass | Charles Schwab

  Try thinkorswim for 30 days with a Guest Pass. No Schwab account required.

• Latest Golf Offers | Schwab Golf

  Now through October 31, when you make a qualifying deposit, you can get up to 6 rounds of golf + a Titleist® GT2 Driver and Pro V1® golf balls.