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• 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.

• 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 Personalized Indexing | Charles Schwab

  Personalized Indexing offers index-based strategies that seek to provide customization and tax optimization to align with your investing goals.

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• 5 Key Financial Ratios for Stock Analysis | Charles Schwab

  Learn how five key financial ratios can help investors understand a stock's true value and how investors can incorporate these ratios into their analysis.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• 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.

• A Look at Hard vs. Soft Data | Charles Schwab

  Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.

• Schwab Center for Financial Research | Charles Schwab

  The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.

• 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.