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• Robo-Advisors: An Intelligent Way to Invest | Charles Schwab

  Learn more about building a diversified investment portfolio—and how a robo-advisor can help.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• What Is a Tariff and How Does it Work? | Charles Schwab

  Tariffs have long been part of U.S. economic policy, but what is a tariff exactly? Learn how tariffs work and how they can impact markets and trade.

• Protect yourself from financial fraud. | Charles Schwab

  How to identify, avoid, and report common scams.

• IRA Beneficiary Form | Charles Schwab

  This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account.

• Frequently Asked Questions - Asset Transfer | Charles Schwab

  In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• 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.

• Alternative Investments | Charles Schwab

  Learn more about the types of alternative investments available through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks.

• Request an IRA Distribution | Charles Schwab

  Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.