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• Request a Required Minimum Distribution From Your Schwab IRA | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your account. (Do not use this form for Inherited RMD's. Use the Request an IRA Distribution Form.)

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• Online Stock Trading Tools | Web Trading Tools | Charles Schwab

  Place trades and access a wealth of trading tools, fundamental analysis, market data, industry research, and more when you trade online at Schwab.com.

• Before and After: Managing Social Security Taxes | Charles Schwab

  Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.

• Is the Next Temperamental Era Upon Us? | Charles Schwab

  Big swings in GDP and record inflation marked the period from the 1960s to the1990s. Find out if we're entering a new Temperamental Era.

• Saving for College: Custodial Accounts | Charles Schwab

  Custodial accounts may not offer the tax benefits of 529 plans, but they can be used for expenses that 529 plans don't cover. Learn the benefits and drawbacks.

• Estate Planning for Unmarried Couples | Charles Schwab

  More people are opting to live with their significant other without tying the knot. Learn how unwed partners can achieve the same legal protections as spouses.

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• How to Pick an Administrator for Your Estate | Charles Schwab

  With the key pieces of your estate plan in place, the next step is choosing the right party to carry out your wishes.

• Fixed Income Investments for Retirement | Charles Schwab

  A market downturn won't necessarily hurt fixed income holdings the way it hurts an equity portfolio. Learn more about fixed income investments for retirement.