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• Education Savings Account | Charles Schwab

  An Education Savings Account can supplement a 529 College Savings Plan and help you pay for education expenses from kindergarten through college.

• Margin Disclosure Statement | Charles Schwab

  This is important information regarding margin borrowing, if you have requested the margin feature on your brokerage account.

• US vs International Returns | Charles Schwab

  International equities vs. U.S. equities: outperformance rotates over time.

• What is a Rollover IRA? | Charles Schwab

  A rollover IRA is an account that allows you to move funds from an old employer-sponsored plan, like a 401(k), to an IRA. Get started with Schwab today.

• 2025 RMD Reference Guide | Charles Schwab

  What's new with required minimum distributions? We cover the basics here.

• Schwab One® Custodial Beneficiary Conversion Account Application | Charles Schwab

  Use this form to convert a Schwab brokerage account with Custodial (UGMA or UTMA) registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends according to your state law.

• How to Navigate OTC Trading | Charles Schwab

  OTC Trading (over-the-counter trading), where stocks trade outside of centralized exchanges, can seem like a good opportunity. But you must understand the risks.

• Protect yourself from phishing | Charles Schwab

  Identify and report malicious activity.

• 6 Key Roles to Include in an Estate Plan | Charles Schwab

  Naming people you trust to fill important roles, including executor and power of attorney, is essential to an estate plan. Learn whom to include and why.

• SIMPLE IRA Employee Q&A | Charles Schwab

  Here are answers to some questions you may have about the SIMPLE IRA.