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• Estate Planning Checklist | Charles Schwab

  See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• Qualified Retirement Plan (QRP)/Keogh or Individual 401(k) Required Minimum Distribution Request Form | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your QRP/Keogh or Individual 401(k) account.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Long Call vs. Bull Call Spread | Charles Schwab

  With so many bullish options strategies to choose from, how might a trader know which is right for their next trade? We'll compare two bullish options strategies in order to assist the prospective trader with the decision-making process.

• Inherited IRA Distribution Calculator: Plan for Your Future | Charles Schwab

  Explore your financial plan as an inherited IRA beneficiary with Schwab's inherited IRA distribution rules calculator. Calculate the required distributions of an inherited IRA.

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more.

• Futures Markets | Charles Schwab

  Explore the wide variety futures markets available for trading, including futures indices and futures options.

• Schwab's Market Perspective: On Firmer Ground? | Charles Schwab

  What to expect from the stock and bond markets? Here's Schwab's perspective.

• Charles Schwab Futures & Forex LLC FDM-Specific Disclosure Document | Charles Schwab