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• Schwab Designated Beneficiary Plan Distribution Authorization Form | Charles Schwab

  Use this form to notify Schwab of the death of the last surviving Designated Beneficiary Plan account holder and to instruct Schwab (and Schwab Bank, if applicable) on how to distribute the decedent’s total assets.

• Schwab 529 College Savings Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• Schwab Individual 401(k) Plan Adoption Agreement | Charles Schwab

  These instructions are designed to help you, the Adopting Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement for the Schwab Individual 401(k) Plan.

• How Higher Income Can Affect Medicare Premiums | Charles Schwab

  Medicare premiums can jump if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

• Schwab 529 College Savings Plan Incoming Rollover Form | Charles Schwab

  Complete this form to initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Schwab 529 Plan.

• 3 Options Metrics to Gauge Stock Sentiment | Charles Schwab

  Investors who don't trade options can still potentially benefit from options data. Learn how you can use options data to help gauge stock momentum.

• Choiceology's Guide to Nudges | Charles Schwab

  Nudges are small but powerful parts of choice architecture.

• Keeping Track of Your Portfolio's Performance | Charles Schwab

  The S&P 500® Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing.

• A Straddle Option vs. a Strangle Option | Charles Schwab

  A straddle option and strangle option are strategies for advanced traders to get volaility exposure. Learn more about how they work.

• Costly 529 College-Saving Mistakes | Charles Schwab

  A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.