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• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• Required Minimum Distributions: What's New in 2025 | Charles Schwab

  Planning ahead for required minimum distributions (RMDs) can help you manage retirement income and potential tax consequences. Learn about RMD rules for 2025.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• Qualified Retirement Plan (QRP)/Keogh or Individual 401(k) Required Minimum Distribution Request Form | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your QRP/Keogh or Individual 401(k) account.

• Inherited IRA Distribution Calculator: Plan for Your Future | Charles Schwab

  Explore your financial plan as an inherited IRA beneficiary with Schwab's inherited IRA distribution rules calculator. Calculate the required distributions of an inherited IRA.

• Taking Risk in Moderation | Charles Schwab

  Should you avoid lower-rated investments like high-yield corporate bonds or bank loans? Not necessarily, but understand the risks.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Options Exercise, Assignment & Expiration | Charles Schwab

  Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.

• Which Milestone Ages Factor Into Retirement Planning? | Charles Schwab

  Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.

• Charles Schwab Futures & Forex LLC FDM-Specific Disclosure Document | Charles Schwab