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• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• ESA Distribution Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account.

• Schwab Intelligent Income™ | Automated withdrawals | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.

• Schwab Individual 401(k) | Charles Schwab

  Learn how you could make substantial contributions toward your retirement with an Individual 401(k) plan.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Financial Statements 101 | Charles Schwab

  Learn what's in financial statements and how investors use them to evaluate stocks.

• Contribution Transmittal Form | Charles Schwab

  Use this form when making contributions to employee (a.k.a. participant)—including business owner—accounts.

• Coding Custom Indicators on thinkorswim® | Charles Schwab

  thinkorswim® offers a way for traders to code their own customized indicators to their specifications so they can make informed trading decisions.

• Roth IRA vs. Traditional IRA: Differences and Rules | Charles Schwab

  Compare a Traditional IRA vs Roth IRA to see which fits your financial situation. Get insights on tax implications and withdrawal rules.