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• SEP-IRA Employee Instructions | Charles Schwab

  Your employer has established a Schwab SEP-IRA retirement savings plan to help you meet your retirement goals.  Follow these instructions to open your SEP-IRA account.

• Protective Indexed Annuity II | Charles Schwab

  Protective Indexed Annuity II can help you create a strategy to protect your assets.

• SIMPLE IRA Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SIMPLE IRA Plan.

• Market Capitalization Comparison | Charles Schwab

  Non-US equities make up more than 50% of major economies' market capitalization.

• Tax Withholding Election Form for Individual Retirement Accounts | Charles Schwab

  Use this form to change or revoke your existing tax withholding election. A separate IRA Tax Withholding Election Form must be completed for each account.

• Schwab Futures and Forex daily segregated requirements May 2025 | Charles Schwab

• The Charles Schwab & Co. Guide to Margin | Charles Schwab

  Margin is a tool that can be used to potentially generate greater returns, execute investment strategies, and serve as a source of flexible low cost borrowing for other lending needs.

• Student Debt: Is College Worth It? | Charles Schwab

  The cost of college is on the rise. Is student loan debt worth it?

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.

• Schwab Bank Direct Deposit Form | Charles Schwab

  To initiate direct deposit into your Schwab Bank account, follow the instructions below.