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• ERISA 408(b)(2) Fee Disclosure Report | Charles Schwab

  The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Schwab Intelligent Portfolios™ Asset Allocation White Paper | Charles Schwab

  Understand the Asset Classes that are included across Schwab Intelligent Portfolios.

• Qualified Retirement Plan (QRP) Distribution Request Form | Charles Schwab

  Please carefully read the QRP Distribution Notice included with this form, which contains important information about your distribution.

• Schwab Wealth Advisory - Wealth Management | Charles Schwab

  Schwab Wealth Advisory provides you with a personalized approach to wealth management and wealth planning with you at the center.

• OTC (Over-the-Counter) Markets: Trading & Securities | Charles Schwab

  Dive into the world of OTC markets and securities to understand their role in the financial landscape. Explore the benefits and risks of trading OTC.

• Schwab 529 College Savings Plan Change of Investment Form | Charles Schwab

  You can change your existing investment selection or change your future allocations by completing this form, by telephone at 888-903-3863, or online at schwab.com.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

• Retirement Solutions Hub | Charles Schwab | Charles Schwab

  Understanding how much to save for retirement and how to make your savings last can be complicated. We believe planning for retirement should be simple. Find out how our products, services, tools, and insights can help you get the retirement you want.

• Simple IRA | Establish Your Retirement Plan | Charles Schwab

  A SIMPLE IRA may be an easy and low-cost way to set up a retirement program. Maximize contributions for you and up to 100 employees. Learn more today!