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• ESPP Taxes Explainer | Charles Schwab

  ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• Investing Basics: Mutual Funds | Charles Schwab

  Mutual funds have been an investing staple for many investors because of the diversification they provide.

• Can You Really Live on a Cruise Ship? | Charles Schwab

  Making a home aboard an ocean liner may sound like a dream for some retirees. Explore the pros and cons of living a life on the seas.

• Small Business Retirement Plans | Charles Schwab

  Looking for a retirement plan or business investing account? Schwab offers a range of small business solutions to help you manage your finances.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• Find a Branch | Financial Services | Brokerage Firm | Charles Schwab

  Find your nearest Charles Schwab location and speak with one of our financial consultants. Get directions, hours, and request an appointment online.