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• What to Know About Catch-Up Contributions | Charles Schwab

  SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k).

• Head-and-Shoulders Patterns in Stock Charts | Charles Schwab

  Detecting head-and-shoulders patterns and trend reversals can be hard. Learn how trading signals can potentially help you identify a head-and-shoulders trend.

• Learning Quest 529 Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• How to invest in sector- or industry-specific stocks | Charles Schwab

• About Schwab Intelligent Portfolios | Charles Schwab

  View Frequently Asked Questions on Schwab Intelligent Portfolios.

• Learning Quest 529 Plan Incoming Rollover Form | Charles Schwab

  Complete this form to initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Learning Quest 529 Plan.

• Restricted Stock Services | Charles Schwab

  Explore how Charles Schwab is uniquely positioned to offer our restricted stock clients a wide variety of service options and benefits.

• Working in Retirement? Savings & RMD Impact | Charles Schwab

  Are you are retired but wanting to return to work? Learn how returning to work could affect your savings plans and RMDs. Questions to ask before returning.

• Trade order routing process | Charles Schwab

  Schwab regularly and rigorously monitors execution quality among competing market venues and looks for opportunities to adjust order routing based on performance trends, technological advances, and other competitive developments.

• Put vs. Call Option: The Basic Differences | Charles Schwab

  Learn the differences between a put vs. call option strategy and how options-approved traders can apply these fundamental options strategies to their trades.