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• Learning Quest 529 Plan Withdrawal Request Form | Charles Schwab

  Complete this form to request a full or partial withdrawal from your Learning Quest 529 Plan Account.

• College Savings Plans | Charles Schwab

  Compare different accounts specifically designed to help you save for college, and understand the tax advantages of each college savings plan.

• Become a Better Money Manager | Charles Schwab

  Here's a calendar of financial tips and tasks for the year, including important deadlines and changes.

• The Charmer's Playbook | Charles Schwab

  Why do we allow our judgments of one trait of a person (or product or company) to overly influence our judgments of another, unrelated trait of that same person or product or company?

• 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.

• Simple Moving Average Crossovers | Charles Schwab

  Simple moving average (SMA) crossover systems can help you identify potential entries and exits in your trades. Learn how to use SMAs and moving averages.

• 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.

• Three Things to Know About the Wheel Strategy | Charles Schwab

  Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated.

• Retirement Calculator | Your Retirement Savings | Charles Schwab

  Are you saving enough money for retirement? Use our retirement savings calculator to help find out how much money you need to save for retirement.